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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 | $184,014+11.4% | $161,149+27.2% | $138,895+47.5% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.8%+10.6pp | 79.9%+9.6pp |
| Annual return | 13.35% | 21.52%-8.2pp | 21.16%-7.8pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,581 | $5,055-48.9% | $4,360-40.8% | $4,194-38.5% |
| Participant deferral / active EE | $6,586 | $6,909-4.7% | $6,153+7.0% | $6,396+3.0% |
| Admin fee / account holder | $18,864 | $18,027+4.6% | $15,194+24.2% | $12,562+50.2% |