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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 | $146,451 | $167,415-12.5% | $140,514+4.2% | $198,609-26.3% |
| Participation rate | 84.6% | 80.9%+3.7pp | 77.8%+6.8pp | 82.4%+2.2pp |
| Annual return | 19.12% | 13.85%+5.3pp | 14.36%+4.8pp | 202.70%-183.6pp |
| Employer contribution / active EE | $2,461 | $4,088-39.8% | $3,378-27.2% | $5,055-51.3% |
| Participant deferral / active EE | $7,643 | $5,579+37.0% | $4,919+55.4% | $6,977+9.5% |
| Admin fee / account holder | $2,388 | $16,730-85.7% | $13,697-82.6% | $19,030-87.5% |