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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 | $130,802 | $181,062-27.8% | $158,223-17.3% | $155,188-15.7% |
| Participation rate | 86.7% | 82.7%+4.0pp | 79.2%+7.5pp | 80.8%+5.9pp |
| Annual return | 14.54% | 57.39%-42.8pp | 52.09%-37.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $6,549 | $4,565+43.5% | $4,109+59.4% | $4,248+54.2% |
| Participant deferral / active EE | $6,773 | $6,134+10.4% | $5,467+23.9% | $6,531+3.7% |
| Admin fee / account holder | $2,778 | $18,825-85.2% | $16,047-82.7% | $14,480-80.8% |