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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 | $174,277 | $199,109-12.5% | $173,730+0.3% | $154,746+12.6% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 16.48% | 20.02%-3.5pp | 19.96%-3.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,775 | $5,311-47.8% | $4,577-39.4% | $4,379-36.6% |
| Participant deferral / active EE | $6,633 | $7,113-6.7% | $6,326+4.9% | $6,730-1.4% |
| Admin fee / account holder | $879 | $20,916-95.8% | $17,523-95.0% | $14,365-93.9% |