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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 | $161,008 | $135,956+18.4% | $123,894+30.0% | $273,972-41.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 10.43% | 56.63%-46.2pp | 47.52%-37.1pp | 41.46%-31.0pp |
| Employer contribution / active EE | $3,456 | $5,170-33.1% | $4,617-25.1% | $4,869-29.0% |
| Participant deferral / active EE | $17,800 | $6,343+180.6% | $5,984+197.4% | $5,287+236.7% |
| Admin fee / account holder | $6,408 | $9,817-34.7% | $8,357-23.3% | $10,133-36.8% |