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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 | $129,231 | $162,136-20.3% | $152,301-15.1% | $154,746-16.5% |
| Participation rate | 78.9% | 84.1%-5.2pp | 82.4%-3.5pp | 80.7%-1.8pp |
| Annual return | 16.14% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $4,430 | $4,890-9.4% | $4,624-4.2% | $4,379+1.2% |
| Participant deferral / active EE | $10,915 | $8,341+30.9% | $8,004+36.4% | $6,730+62.2% |
| Admin fee / account holder | $19,656 | $15,759+24.7% | $14,398+36.5% | $14,365+36.8% |