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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 | $131,840 | $151,314-12.9% | $258,236-48.9% | $122,131+7.9% |
| Participation rate | 84.0% | 73.9%+10.1pp | 81.9%+2.1pp | 75.1%+8.9pp |
| Annual return | 16.34% | 15.82%+0.5pp | -3.31%+19.7pp | 16.17%+0.2pp |
| Employer contribution / active EE | $4,299 | $5,035-14.6% | $7,891-45.5% | $3,608+19.2% |
| Participant deferral / active EE | $10,340 | $4,073+153.9% | $5,237+97.4% | $3,892+165.7% |
| Admin fee / account holder | $12,881 | $10,152+26.9% | $14,475-11.0% | $11,586+11.2% |