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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 | $152,089 | $138,393+9.9% | $184,256-17.5% | $80,959+87.9% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.7%+24.3pp |
| Annual return | 15.71% | 20.01%-4.3pp | 28.85%-13.1pp | 35.67%-20.0pp |
| Employer contribution / active EE | $2,860 | $4,847-41.0% | $6,427-55.5% | $2,757+3.7% |
| Participant deferral / active EE | $10,161 | $7,076+43.6% | $9,133+11.3% | $4,300+136.3% |
| Admin fee / account holder | $628 | $10,489-94.0% | $13,899-95.5% | $6,925-90.9% |