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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 | $111,242 | $254,759-56.3% | $216,567-48.6% | $198,609-44.0% |
| Participation rate | 76.9% | 84.5%-7.6pp | 81.6%-4.7pp | 82.4%-5.5pp |
| Annual return | 15.81% | 10.04%+5.8pp | 12.94%+2.9pp | 202.70%-186.9pp |
| Employer contribution / active EE | $6,926 | $6,096+13.6% | $5,216+32.8% | $5,055+37.0% |
| Participant deferral / active EE | $7,791 | $6,948+12.1% | $6,191+25.8% | $6,977+11.7% |
| Admin fee / account holder | $8,281 | $26,311-68.5% | $21,981-62.3% | $19,030-56.5% |