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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 | $131,912 | $174,379-24.4% | $152,093-13.3% | $138,895-5.0% |
| Participation rate | 78.9% | 81.6%-2.7pp | 77.8%+1.2pp | 79.9%-1.0pp |
| Annual return | 16.65% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,157 | $4,652-75.1% | $4,175-72.3% | $4,194-72.4% |
| Participant deferral / active EE | $7,460 | $6,159+21.1% | $5,451+36.8% | $6,396+16.6% |
| Admin fee / account holder | $5,540 | $16,880-67.2% | $14,497-61.8% | $12,562-55.9% |