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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 | $195,413 | $199,109-1.9% | $173,730+12.5% | $154,746+26.3% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.6%+2.2pp | 80.7%+1.1pp |
| Annual return | 14.80% | 20.02%-5.2pp | 19.96%-5.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $3,397 | $5,311-36.0% | $4,577-25.8% | $4,379-22.4% |
| Participant deferral / active EE | $6,611 | $7,113-7.0% | $6,326+4.5% | $6,730-1.8% |
| Admin fee / account holder | $26,617 | $20,916+27.3% | $17,523+51.9% | $14,365+85.3% |