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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 | $162,967+1.9% | $135,792+22.3% | $138,895+19.6% |
| Participation rate | 91.7% | 78.3%+13.3pp | 72.6%+19.1pp | 79.9%+11.7pp |
| Annual return | 11.51% | 30.08%-18.6pp | 25.96%-14.4pp | 145.39%-133.9pp |
| Employer contribution / active EE | $3,522 | $4,211-16.4% | $3,496+0.8% | $4,194-16.0% |
| Participant deferral / active EE | $12,085 | $5,640+114.3% | $4,759+153.9% | $6,396+88.9% |
| Admin fee / account holder | $6,048 | $15,306-60.5% | $12,266-50.7% | $12,562-51.9% |