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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 | $165,904 | $184,014-9.8% | $161,149+3.0% | $138,895+19.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.8%+11.2pp | 79.9%+10.1pp |
| Annual return | 13.47% | 21.52%-8.1pp | 21.16%-7.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,633 | $5,055-47.9% | $4,360-39.6% | $4,194-37.2% |
| Participant deferral / active EE | $7,256 | $6,909+5.0% | $6,153+17.9% | $6,396+13.4% |
| Admin fee / account holder | $1,486 | $18,027-91.8% | $15,194-90.2% | $12,562-88.2% |