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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 | $180,151 | $177,156+1.7% | $147,027+22.5% | $154,746+16.4% |
| Participation rate | 83.3% | 79.4%+4.0pp | 73.7%+9.6pp | 80.7%+2.6pp |
| Annual return | 17.54% | 21.94%-4.4pp | 20.23%-2.7pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,438 | $4,336-66.8% | $3,626-60.3% | $4,379-67.2% |
| Participant deferral / active EE | $7,882 | $5,797+36.0% | $4,933+59.8% | $6,730+17.1% |
| Admin fee / account holder | $21,464 | $14,904+44.0% | $12,223+75.6% | $14,365+49.4% |