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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 | $184,784 | $172,111+7.4% | $150,298+22.9% | $137,256+34.6% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 19.79% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,345 | $4,636-27.8% | $4,154-19.5% | $4,156-19.5% |
| Participant deferral / active EE | $6,414 | $6,166+4.0% | $5,453+17.6% | $6,407+0.1% |
| Admin fee / account holder | $6,189 | $16,471-62.4% | $14,116-56.2% | $12,270-49.6% |