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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 | $123,574 | $148,629-16.9% | $135,982-9.1% | $139,487-11.4% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 15.79% | 79.33%-63.5pp | 68.32%-52.5pp | 373.84%-358.1pp |
| Employer contribution / active EE | $1,265 | $5,247-75.9% | $4,859-74.0% | $4,755-73.4% |
| Participant deferral / active EE | $5,479 | $8,102-32.4% | $7,760-29.4% | $6,713-18.4% |
| Admin fee / account holder | $11,169 | $12,406-10.0% | $10,767+3.7% | $11,407-2.1% |