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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 | $213,785-48.0% | $185,441-40.0% | $155,188-28.3% |
| Participation rate | 76.9% | 83.2%-6.3pp | 80.3%-3.3pp | 80.8%-3.9pp |
| Annual return | 15.81% | 19.97%-4.2pp | 20.16%-4.4pp | 148.84%-133.0pp |
| Employer contribution / active EE | $6,926 | $5,393+28.4% | $4,672+48.2% | $4,248+63.0% |
| Participant deferral / active EE | $7,791 | $6,864+13.5% | $6,152+26.6% | $6,531+19.3% |
| Admin fee / account holder | $8,281 | $21,134-60.8% | $17,890-53.7% | $14,480-42.8% |