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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 | $197,620 | $213,785-7.6% | $185,441+6.6% | $155,188+27.3% |
| Participation rate | 94.4% | 83.2%+11.2pp | 80.3%+14.2pp | 80.8%+13.6pp |
| Annual return | 11.58% | 19.97%-8.4pp | 20.16%-8.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $3,476 | $5,393-35.5% | $4,672-25.6% | $4,248-18.2% |
| Participant deferral / active EE | $10,270 | $6,864+49.6% | $6,152+67.0% | $6,531+57.2% |
| Admin fee / account holder | $4,225 | $21,134-80.0% | $17,890-76.4% | $14,480-70.8% |