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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 | $185,787 | $211,288-12.1% | $178,540+4.1% | $145,884+27.4% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 11.14% | 30.27%-19.1pp | 27.15%-16.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $2,479 | $4,574-45.8% | $3,953-37.3% | $4,662-46.8% |
| Participant deferral / active EE | $8,259 | $6,967+18.6% | $6,281+31.5% | $6,690+23.5% |
| Admin fee / account holder | $10,986 | $12,105-9.2% | $10,424+5.4% | $13,392-18.0% |