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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 | $109,719 | $154,228-28.9% | $145,433-24.6% | $137,256-20.1% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 15.60% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,692 | $4,804-23.2% | $4,554-18.9% | $4,156-11.2% |
| Participant deferral / active EE | $8,023 | $8,216-2.4% | $7,897+1.6% | $6,407+25.2% |
| Admin fee / account holder | $22,371 | $14,344+56.0% | $13,129+70.4% | $12,270+82.3% |