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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 | $175,498 | $184,014-4.6% | $161,149+8.9% | $138,895+26.4% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.8%+5.4pp | 79.9%+4.3pp |
| Annual return | 13.30% | 21.52%-8.2pp | 21.16%-7.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $3,901 | $5,055-22.8% | $4,360-10.5% | $4,194-7.0% |
| Participant deferral / active EE | $5,672 | $6,909-17.9% | $6,153-7.8% | $6,396-11.3% |
| Admin fee / account holder | $10,549 | $18,027-41.5% | $15,194-30.6% | $12,562-16.0% |