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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 | $140,879 | $239,571-41.2% | $183,328-23.2% | $137,256+2.6% |
| Participation rate | 86.4% | 82.4%+4.0pp | 77.3%+9.0pp | 80.0%+6.4pp |
| Annual return | 17.72% | 35.69%-18.0pp | 29.67%-12.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $6,016 | $6,148-2.1% | $5,055+19.0% | $4,156+44.7% |
| Participant deferral / active EE | $6,485 | $7,995-18.9% | $6,795-4.6% | $6,407+1.2% |
| Admin fee / account holder | $8,495 | $30,059-71.7% | $21,427-60.4% | $12,270-30.8% |