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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 | $185,176 | $199,109-7.0% | $173,730+6.6% | $154,746+19.7% |
| Participation rate | 84.2% | 82.8%+1.4pp | 79.6%+4.6pp | 80.7%+3.5pp |
| Annual return | 16.44% | 20.02%-3.6pp | 19.96%-3.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,108 | $5,311-60.3% | $4,577-54.0% | $4,379-51.9% |
| Participant deferral / active EE | $8,534 | $7,113+20.0% | $6,326+34.9% | $6,730+26.8% |
| Admin fee / account holder | $4,831 | $20,916-76.9% | $17,523-72.4% | $14,365-66.4% |