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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 | $251,004-51.6% | $191,597-36.5% | $138,895-12.5% |
| Participation rate | 80.0% | 82.4%-2.4pp | 76.9%+3.1pp | 79.9%+0.1pp |
| Annual return | 11.61% | 31.05%-19.4pp | 27.07%-15.5pp | 145.39%-133.8pp |
| Employer contribution / active EE | $5,365 | $6,226-13.8% | $5,025+6.8% | $4,194+27.9% |
| Participant deferral / active EE | $4,612 | $8,154-43.4% | $6,850-32.7% | $6,396-27.9% |
| Admin fee / account holder | $42,008 | $31,471+33.5% | $22,799+84.3% | $12,562+234.4% |