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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 | $163,764 | $192,829-15.1% | $142,516+14.9% | $139,466+17.4% |
| Participation rate | 95.2% | 81.4%+13.8pp | 76.8%+18.5pp | 80.3%+14.9pp |
| Annual return | 17.55% | 17.99%-0.4pp | 19.99%-2.4pp | 373.66%-356.1pp |
| Employer contribution / active EE | $4,593 | $5,808-20.9% | $4,849-5.3% | $4,754-3.4% |
| Participant deferral / active EE | $8,366 | $7,200+16.2% | $6,280+33.2% | $6,712+24.6% |
| Admin fee / account holder | $11,611 | $15,120-23.2% | $10,008+16.0% | $11,409+1.8% |