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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 | $216,755 | $199,109+8.9% | $173,730+24.8% | $154,746+40.1% |
| Participation rate | 95.2% | 82.8%+12.4pp | 79.6%+15.7pp | 80.7%+14.5pp |
| Annual return | 18.40% | 20.02%-1.6pp | 19.96%-1.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,605 | $5,311-69.8% | $4,577-64.9% | $4,379-63.3% |
| Participant deferral / active EE | $4,104 | $7,113-42.3% | $6,326-35.1% | $6,730-39.0% |
| Admin fee / account holder | $3,044 | $20,916-85.4% | $17,523-82.6% | $14,365-78.8% |