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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 | $206,849 | $282,059-26.7% | $213,469-3.1% | $154,746+33.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 9.01% | 20.90%-11.9pp | 20.58%-11.6pp | 172.34%-163.3pp |
| Employer contribution / active EE | $3,048 | $6,189-50.7% | $4,994-39.0% | $4,379-30.4% |
| Participant deferral / active EE | $9,608 | $8,186+17.4% | $6,841+40.5% | $6,730+42.8% |
| Admin fee / account holder | $2,289 | $37,435-93.9% | $27,141-91.6% | $14,365-84.1% |