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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 | $204,925 | $254,759-19.6% | $216,567-5.4% | $198,609+3.2% |
| Participation rate | 89.5% | 84.5%+5.0pp | 81.6%+7.8pp | 82.4%+7.1pp |
| Annual return | 13.35% | 10.04%+3.3pp | 12.94%+0.4pp | 202.70%-189.3pp |
| Employer contribution / active EE | $2,581 | $6,096-57.7% | $5,216-50.5% | $5,055-48.9% |
| Participant deferral / active EE | $6,586 | $6,948-5.2% | $6,191+6.4% | $6,977-5.6% |
| Admin fee / account holder | $18,864 | $26,311-28.3% | $21,981-14.2% | $19,030-0.9% |