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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 | $118,852 | $199,109-40.3% | $173,730-31.6% | $154,746-23.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 15.76% | 20.02%-4.3pp | 19.96%-4.2pp | 172.34%-156.6pp |
| Employer contribution / active EE | $6,304 | $5,311+18.7% | $4,577+37.7% | $4,379+43.9% |
| Participant deferral / active EE | $5,897 | $7,113-17.1% | $6,326-6.8% | $6,730-12.4% |
| Admin fee / account holder | $1,797 | $20,916-91.4% | $17,523-89.7% | $14,365-87.5% |