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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 | $199,109-41.4% | $173,730-32.8% | $154,746-24.5% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.6%+7.9pp | 80.7%+6.8pp |
| Annual return | 16.58% | 20.02%-3.4pp | 19.96%-3.4pp | 172.34%-155.8pp |
| Employer contribution / active EE | $4,384 | $5,311-17.5% | $4,577-4.2% | $4,379+0.1% |
| Participant deferral / active EE | $9,380 | $7,113+31.9% | $6,326+48.3% | $6,730+39.4% |
| Admin fee / account holder | $3,098 | $20,916-85.2% | $17,523-82.3% | $14,365-78.4% |