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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 | $166,112 | $185,141-10.3% | $153,416+8.3% | $155,188+7.0% |
| Participation rate | 91.7% | 79.9%+11.7pp | 74.3%+17.3pp | 80.8%+10.9pp |
| Annual return | 11.51% | 18.72%-7.2pp | 17.84%-6.3pp | 148.84%-137.3pp |
| Employer contribution / active EE | $3,522 | $4,489-21.5% | $3,764-6.4% | $4,248-17.1% |
| Participant deferral / active EE | $12,085 | $5,477+120.7% | $4,723+155.9% | $6,531+85.0% |
| Admin fee / account holder | $6,048 | $16,005-62.2% | $13,095-53.8% | $14,480-58.2% |