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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 | $121,247 | $107,733+12.5% | $92,985+30.4% | $154,746-21.6% |
| Participation rate | 84.6% | 74.6%+10.1pp | 69.5%+15.1pp | 80.7%+3.9pp |
| Annual return | 17.59% | 30.39%-12.8pp | 27.99%-10.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,490 | $3,126-52.3% | $2,662-44.0% | $4,379-66.0% |
| Participant deferral / active EE | $7,168 | $5,053+41.9% | $4,377+63.8% | $6,730+6.5% |
| Admin fee / account holder | $579 | $11,369-94.9% | $9,463-93.9% | $14,365-96.0% |