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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 | $133,762 | $138,312-3.3% | $122,979+8.8% | $155,188-13.8% |
| Participation rate | 81.3% | 80.2%+1.1pp | 77.2%+4.1pp | 80.8%+0.4pp |
| Annual return | 13.46% | 22.06%-8.6pp | 20.12%-6.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $5,026 | $3,530+42.4% | $3,062+64.1% | $4,248+18.3% |
| Participant deferral / active EE | $9,034 | $5,592+61.5% | $5,003+80.6% | $6,531+38.3% |
| Admin fee / account holder | $17,260 | $15,089+14.4% | $12,864+34.2% | $14,480+19.2% |