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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 | $187,739 | $210,991-11.0% | $153,741+22.1% | $145,897+28.7% |
| Participation rate | 90.9% | 82.1%+8.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 13.77% | 13.46%+0.3pp | 15.71%-1.9pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,762 | $6,057-54.4% | $5,042-45.2% | $4,663-40.8% |
| Participant deferral / active EE | $7,781 | $7,979-2.5% | $6,757+15.2% | $6,689+16.3% |
| Admin fee / account holder | $9,245 | $19,490-52.6% | $12,749-27.5% | $13,390-31.0% |