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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 | $131,679 | $275,752-52.2% | $256,809-48.7% | $198,609-33.7% |
| Participation rate | 82.6% | 89.2%-6.6pp | 88.5%-5.9pp | 82.4%+0.2pp |
| Annual return | 14.47% | 34.81%-20.3pp | 32.73%-18.3pp | 202.70%-188.2pp |
| Employer contribution / active EE | $2,924 | $7,721-62.1% | $7,263-59.7% | $5,055-42.2% |
| Participant deferral / active EE | $6,977 | $10,037-30.5% | $9,520-26.7% | $6,9770% |
| Admin fee / account holder | $13,564 | $25,716-47.3% | $25,146-46.1% | $19,030-28.7% |