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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 | $231,219 | $239,571-3.5% | $183,328+26.1% | $137,256+68.5% |
| Participation rate | 86.4% | 82.4%+4.0pp | 77.3%+9.0pp | 80.0%+6.4pp |
| Annual return | 15.22% | 35.69%-20.5pp | 29.67%-14.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $4,091 | $6,148-33.5% | $5,055-19.1% | $4,156-1.6% |
| Participant deferral / active EE | $9,671 | $7,995+21.0% | $6,795+42.3% | $6,407+51.0% |
| Admin fee / account holder | $12,770 | $30,059-57.5% | $21,427-40.4% | $12,270+4.1% |