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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 | $184,014-14.4% | $161,149-2.3% | $138,895+13.3% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.8%+10.6pp | 79.9%+9.6pp |
| Annual return | 18.70% | 21.52%-2.8pp | 21.16%-2.5pp | 145.39%-126.7pp |
| Employer contribution / active EE | $3,498 | $5,055-30.8% | $4,360-19.8% | $4,194-16.6% |
| Participant deferral / active EE | $10,680 | $6,909+54.6% | $6,153+73.6% | $6,396+67.0% |
| Admin fee / account holder | $8,124 | $18,027-54.9% | $15,194-46.5% | $12,562-35.3% |