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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 | $152,654 | $213,785-28.6% | $185,441-17.7% | $155,188-1.6% |
| Participation rate | 88.9% | 83.2%+5.7pp | 80.3%+8.6pp | 80.8%+8.1pp |
| Annual return | 6.91% | 19.97%-13.1pp | 20.16%-13.3pp | 148.84%-141.9pp |
| Employer contribution / active EE | $2,996 | $5,393-44.4% | $4,672-35.9% | $4,248-29.5% |
| Participant deferral / active EE | $8,364 | $6,864+21.9% | $6,152+36.0% | $6,531+28.1% |
| Admin fee / account holder | $70,875 | $21,134+235.4% | $17,890+296.2% | $14,480+389.5% |