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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 | $118,480 | $184,014-35.6% | $161,149-26.5% | $138,895-14.7% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.8%+14.5pp | 79.9%+13.4pp |
| Annual return | 13.30% | 21.52%-8.2pp | 21.16%-7.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $4,062 | $5,055-19.6% | $4,360-6.8% | $4,194-3.1% |
| Participant deferral / active EE | $6,294 | $6,909-8.9% | $6,153+2.3% | $6,396-1.6% |
| Admin fee / account holder | $34,674 | $18,027+92.3% | $15,194+128.2% | $12,562+176.0% |