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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 | $137,127 | $213,785-35.9% | $185,441-26.1% | $155,188-11.6% |
| Participation rate | 88.9% | 83.2%+5.7pp | 80.3%+8.6pp | 80.8%+8.1pp |
| Annual return | 20.84% | 19.97%+0.9pp | 20.16%+0.7pp | 148.84%-128.0pp |
| Employer contribution / active EE | $2,695 | $5,393-50.0% | $4,672-42.3% | $4,248-36.5% |
| Participant deferral / active EE | $6,980 | $6,864+1.7% | $6,152+13.5% | $6,531+6.9% |
| Admin fee / account holder | $8,463 | $21,134-60.0% | $17,890-52.7% | $14,480-41.6% |