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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 | $218,635 | $184,014+18.8% | $161,149+35.7% | $138,895+57.4% |
| Participation rate | 76.2% | 82.1%-5.9pp | 78.8%-2.6pp | 79.9%-3.7pp |
| Annual return | 16.61% | 21.52%-4.9pp | 21.16%-4.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $3,626 | $5,055-28.3% | $4,360-16.8% | $4,194-13.5% |
| Participant deferral / active EE | $8,507 | $6,909+23.1% | $6,153+38.2% | $6,396+33.0% |
| Admin fee / account holder | $17,337 | $18,027-3.8% | $15,194+14.1% | $12,562+38.0% |