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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 | $157,428 | $199,109-20.9% | $173,730-9.4% | $154,746+1.7% |
| Participation rate | 89.5% | 82.8%+6.7pp | 79.6%+9.9pp | 80.7%+8.8pp |
| Annual return | 18.70% | 20.02%-1.3pp | 19.96%-1.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $3,498 | $5,311-34.1% | $4,577-23.6% | $4,379-20.1% |
| Participant deferral / active EE | $10,680 | $7,113+50.2% | $6,326+68.8% | $6,730+58.7% |
| Admin fee / account holder | $8,124 | $20,916-61.2% | $17,523-53.6% | $14,365-43.4% |