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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 | $184,014-10.3% | $161,149+2.4% | $138,895+18.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.8%+4.5pp | 79.9%+3.4pp |
| Annual return | 18.04% | 21.52%-3.5pp | 21.16%-3.1pp | 145.39%-127.4pp |
| Employer contribution / active EE | $6,449 | $5,055+27.6% | $4,360+47.9% | $4,194+53.7% |
| Participant deferral / active EE | $10,850 | $6,909+57.0% | $6,153+76.3% | $6,396+69.6% |
| Admin fee / account holder | $1,424 | $18,027-92.1% | $15,194-90.6% | $12,562-88.7% |