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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 | $113,100 | $181,062-37.5% | $158,223-28.5% | $155,188-27.1% |
| Participation rate | 88.2% | 82.7%+5.6pp | 79.2%+9.0pp | 80.8%+7.4pp |
| Annual return | 26.24% | 57.39%-31.1pp | 52.09%-25.8pp | 148.84%-122.6pp |
| Employer contribution / active EE | $3,855 | $4,565-15.6% | $4,109-6.2% | $4,248-9.3% |
| Participant deferral / active EE | $8,612 | $6,134+40.4% | $5,467+57.5% | $6,531+31.9% |
| Admin fee / account holder | $2,198 | $18,825-88.3% | $16,047-86.3% | $14,480-84.8% |