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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 | $123,195 | $181,896-32.3% | $156,551-21.3% | $273,972-55.0% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 6.22% | 30.74%-24.5pp | 32.23%-26.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $6,576 | $6,248+5.2% | $5,501+19.5% | $4,869+35.1% |
| Participant deferral / active EE | $11,877 | $5,550+114.0% | $4,871+143.8% | $5,287+124.6% |
| Admin fee / account holder | $37,556 | $15,560+141.4% | $13,028+188.3% | $10,133+270.6% |