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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 | $121,018 | $111,814+8.2% | $103,378+17.1% | $145,978-17.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 19.30% | 24.80%-5.5pp | 24.91%-5.6pp | 550.52%-531.2pp |
| Employer contribution / active EE | $2,488 | $4,215-41.0% | $3,870-35.7% | $4,662-46.6% |
| Participant deferral / active EE | $5,212 | $5,618-7.2% | $5,058+3.1% | $6,690-22.1% |
| Admin fee / account holder | $5,201 | $9,764-46.7% | $8,401-38.1% | $13,400-61.2% |