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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 | $254,759-45.0% | $216,567-35.3% | $198,609-29.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 81.6%+5.9pp | 82.4%+5.1pp |
| Annual return | 17.59% | 10.04%+7.6pp | 12.94%+4.6pp | 202.70%-185.1pp |
| Employer contribution / active EE | $2,780 | $6,096-54.4% | $5,216-46.7% | $5,055-45.0% |
| Participant deferral / active EE | $4,830 | $6,948-30.5% | $6,191-22.0% | $6,977-30.8% |
| Admin fee / account holder | $4,785 | $26,311-81.8% | $21,981-78.2% | $19,030-74.9% |