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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 | $159,526 | $181,062-11.9% | $158,223+0.8% | $155,188+2.8% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 15.57% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.3pp |
| Employer contribution / active EE | $6,092 | $4,565+33.5% | $4,109+48.3% | $4,248+43.4% |
| Participant deferral / active EE | $5,801 | $6,134-5.4% | $5,467+6.1% | $6,531-11.2% |
| Admin fee / account holder | $4,464 | $18,825-76.3% | $16,047-72.2% | $14,480-69.2% |