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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 | $190,804 | $155,555+22.7% | $146,866+29.9% | $155,188+23.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 13.77% | 115.41%-101.6pp | 102.85%-89.1pp | 148.84%-135.1pp |
| Employer contribution / active EE | $2,437 | $4,647-47.6% | $4,425-44.9% | $4,248-42.6% |
| Participant deferral / active EE | $7,326 | $8,044-8.9% | $7,759-5.6% | $6,531+12.2% |
| Admin fee / account holder | $2,669 | $14,755-81.9% | $13,620-80.4% | $14,480-81.6% |