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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 | $214,715 | $153,769+39.6% | $133,975+60.3% | $273,972-21.6% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.1%+8.2pp | 83.0%+12.2pp |
| Annual return | 10.58% | 36.51%-25.9pp | 29.29%-18.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,530 | $6,958+22.6% | $6,282+35.8% | $5,287+61.3% |
| Admin fee / account holder | $3,511 | $11,765-70.2% | $9,324-62.3% | $10,133-65.4% |