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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 | $121,570 | $282,059-56.9% | $213,469-43.1% | $154,746-21.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 11.61% | 20.90%-9.3pp | 20.58%-9.0pp | 172.34%-160.7pp |
| Employer contribution / active EE | $5,365 | $6,189-13.3% | $4,994+7.4% | $4,379+22.5% |
| Participant deferral / active EE | $4,612 | $8,186-43.7% | $6,841-32.6% | $6,730-31.5% |
| Admin fee / account holder | $42,008 | $37,435+12.2% | $27,141+54.8% | $14,365+192.4% |