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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 | $115,140 | $155,555-26.0% | $146,866-21.6% | $155,188-25.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 17.33% | 115.41%-98.1pp | 102.85%-85.5pp | 148.84%-131.5pp |
| Employer contribution / active EE | $4,187 | $4,647-9.9% | $4,425-5.4% | $4,248-1.4% |
| Participant deferral / active EE | $7,730 | $8,044-3.9% | $7,759-0.4% | $6,531+18.4% |
| Admin fee / account holder | $14,654 | $14,755-0.7% | $13,620+7.6% | $14,480+1.2% |