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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 | $121,606 | $154,228-21.2% | $145,433-16.4% | $137,256-11.4% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 16.74% | 74.59%-57.9pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $12,821 | $4,804+166.9% | $4,554+181.5% | $4,156+208.5% |
| Participant deferral / active EE | $10,368 | $8,216+26.2% | $7,897+31.3% | $6,407+61.8% |
| Admin fee / account holder | $6,158 | $14,344-57.1% | $13,129-53.1% | $12,270-49.8% |