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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 | $140,211 | $184,014-23.8% | $161,149-13.0% | $138,895+0.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.8%+8.7pp | 79.9%+7.6pp |
| Annual return | 17.59% | 21.52%-3.9pp | 21.16%-3.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $2,780 | $5,055-45.0% | $4,360-36.2% | $4,194-33.7% |
| Participant deferral / active EE | $4,830 | $6,909-30.1% | $6,153-21.5% | $6,396-24.5% |
| Admin fee / account holder | $4,785 | $18,027-73.5% | $15,194-68.5% | $12,562-61.9% |