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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 | $158,052 | $254,759-38.0% | $216,567-27.0% | $198,609-20.4% |
| Participation rate | 94.1% | 84.5%+9.6pp | 81.6%+12.5pp | 82.4%+11.7pp |
| Annual return | 14.74% | 10.04%+4.7pp | 12.94%+1.8pp | 202.70%-188.0pp |
| Employer contribution / active EE | $2,825 | $6,096-53.7% | $5,216-45.8% | $5,055-44.1% |
| Participant deferral / active EE | $7,915 | $6,948+13.9% | $6,191+27.9% | $6,977+13.4% |
| Admin fee / account holder | $10,315 | $26,311-60.8% | $21,981-53.1% | $19,030-45.8% |