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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 | $153,505 | $153,769-0.2% | $133,975+14.6% | $273,972-44.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 4.32% | 36.51%-32.2pp | 29.29%-25.0pp | 41.46%-37.1pp |
| Employer contribution / active EE | $2,340 | $6,029-61.2% | $5,211-55.1% | $4,869-51.9% |
| Participant deferral / active EE | $8,915 | $6,958+28.1% | $6,282+41.9% | $5,287+68.6% |
| Admin fee / account holder | $14,897 | $11,765+26.6% | $9,324+59.8% | $10,133+47.0% |