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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 | $207,137 | $254,759-18.7% | $216,567-4.4% | $198,609+4.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 81.6%-1.6pp | 82.4%-2.4pp |
| Annual return | 9.44% | 10.04%-0.6pp | 12.94%-3.5pp | 202.70%-193.3pp |
| Employer contribution / active EE | $6,814 | $6,096+11.8% | $5,216+30.6% | $5,055+34.8% |
| Participant deferral / active EE | $8,811 | $6,948+26.8% | $6,191+42.3% | $6,977+26.3% |
| Admin fee / account holder | $2,933 | $26,311-88.9% | $21,981-86.7% | $19,030-84.6% |