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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 | $176,349 | $145,431+21.3% | $211,142-16.5% | $87,485+101.6% |
| Participation rate | 95.9% | 84.7%+11.2pp | 87.3%+8.6pp | 68.9%+27.0pp |
| Annual return | 16.45% | 27.21%-10.8pp | 46.84%-30.4pp | 26.06%-9.6pp |
| Employer contribution / active EE | $3,881 | $4,662-16.7% | $6,442-39.8% | $2,596+49.5% |
| Participant deferral / active EE | $10,391 | $6,859+51.5% | $9,284+11.9% | $4,274+143.1% |
| Admin fee / account holder | $10,945 | $17,052-35.8% | $19,076-42.6% | $7,775+40.8% |