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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 | $116,771 | $254,759-54.2% | $216,567-46.1% | $198,609-41.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 81.6%+5.9pp | 82.4%+5.1pp |
| Annual return | 16.58% | 10.04%+6.5pp | 12.94%+3.6pp | 202.70%-186.1pp |
| Employer contribution / active EE | $4,384 | $6,096-28.1% | $5,216-16.0% | $5,055-13.3% |
| Participant deferral / active EE | $9,380 | $6,948+35.0% | $6,191+51.5% | $6,977+34.4% |
| Admin fee / account holder | $3,098 | $26,311-88.2% | $21,981-85.9% | $19,030-83.7% |