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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 | $118,890 | $136,860-13.1% | $120,344-1.2% | $154,746-23.2% |
| Participation rate | 82.4% | 79.9%+2.5pp | 76.7%+5.6pp | 80.7%+1.7pp |
| Annual return | 14.94% | 21.38%-6.4pp | 20.30%-5.4pp | 172.34%-157.4pp |
| Employer contribution / active EE | $3,623 | $3,533+2.6% | $3,020+20.0% | $4,379-17.3% |
| Participant deferral / active EE | $6,430 | $5,793+11.0% | $5,135+25.2% | $6,730-4.5% |
| Admin fee / account holder | $25,396 | $15,393+65.0% | $12,742+99.3% | $14,365+76.8% |