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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 | $176,369 | $124,213+42.0% | $118,106+49.3% | $154,746+14.0% |
| Participation rate | 91.7% | 83.6%+8.1pp | 81.9%+9.8pp | 80.7%+11.0pp |
| Annual return | 19.54% | 18.29%+1.3pp | 19.44%+0.1pp | 172.34%-152.8pp |
| Employer contribution / active EE | $3,308 | $4,905-32.5% | $4,698-29.6% | $4,379-24.4% |
| Participant deferral / active EE | $7,827 | $6,859+14.1% | $6,619+18.3% | $6,730+16.3% |
| Admin fee / account holder | $1,146 | $9,627-88.1% | $8,973-87.2% | $14,365-92.0% |