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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,526 | $184,014-61.7% | $161,149-56.2% | $138,895-49.2% |
| Participation rate | 82.6% | 82.1%+0.5pp | 78.8%+3.8pp | 79.9%+2.7pp |
| Annual return | 15.71% | 21.52%-5.8pp | 21.16%-5.4pp | 145.39%-129.7pp |
| Employer contribution / active EE | $7,200 | $5,055+42.4% | $4,360+65.1% | $4,194+71.7% |
| Participant deferral / active EE | $4,659 | $6,909-32.6% | $6,153-24.3% | $6,396-27.2% |
| Admin fee / account holder | $1,066 | $18,027-94.1% | $15,194-93.0% | $12,562-91.5% |