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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 | $137,614 | $213,785-35.6% | $185,441-25.8% | $155,188-11.3% |
| Participation rate | 76.5% | 83.2%-6.7pp | 80.3%-3.8pp | 80.8%-4.3pp |
| Annual return | 17.82% | 19.97%-2.1pp | 20.16%-2.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $3,761 | $5,393-30.3% | $4,672-19.5% | $4,248-11.5% |
| Participant deferral / active EE | $10,754 | $6,864+56.7% | $6,152+74.8% | $6,531+64.7% |
| Admin fee / account holder | $355 | $21,134-98.3% | $17,890-98.0% | $14,480-97.6% |