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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 | $152,074+16.0% | $137,474+28.3% | $198,609-11.2% |
| Participation rate | 91.7% | 85.3%+6.3pp | 83.5%+8.2pp | 82.4%+9.3pp |
| Annual return | 19.54% | 10.68%+8.9pp | 11.53%+8.0pp | 202.70%-183.2pp |
| Employer contribution / active EE | $3,308 | $5,444-39.2% | $5,048-34.5% | $5,055-34.6% |
| Participant deferral / active EE | $7,827 | $6,522+20.0% | $6,155+27.2% | $6,977+12.2% |
| Admin fee / account holder | $1,146 | $11,950-90.4% | $10,602-89.2% | $19,030-94.0% |