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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 | $199,109+2.9% | $173,730+18.0% | $154,746+32.4% |
| Participation rate | 89.5% | 82.8%+6.7pp | 79.6%+9.9pp | 80.7%+8.8pp |
| Annual return | 13.35% | 20.02%-6.7pp | 19.96%-6.6pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,581 | $5,311-51.4% | $4,577-43.6% | $4,379-41.1% |
| Participant deferral / active EE | $6,586 | $7,113-7.4% | $6,326+4.1% | $6,730-2.1% |
| Admin fee / account holder | $18,864 | $20,916-9.8% | $17,523+7.7% | $14,365+31.3% |