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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 | $165,070 | $199,109-17.1% | $173,730-5.0% | $154,746+6.7% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 18.04% | 20.02%-2.0pp | 19.96%-1.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $6,449 | $5,311+21.4% | $4,577+40.9% | $4,379+47.3% |
| Participant deferral / active EE | $10,850 | $7,113+52.5% | $6,326+71.5% | $6,730+61.2% |
| Admin fee / account holder | $1,424 | $20,916-93.2% | $17,523-91.9% | $14,365-90.1% |