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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 | $143,504 | $138,393+3.7% | $184,256-22.1% | $80,959+77.3% |
| Participation rate | 95.5% | 83.9%+11.6pp | 86.8%+8.6pp | 67.7%+27.8pp |
| Annual return | 12.96% | 20.01%-7.1pp | 28.85%-15.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $7,411 | $4,847+52.9% | $6,427+15.3% | $2,757+168.8% |
| Participant deferral / active EE | $4,518 | $7,076-36.2% | $9,133-50.5% | $4,300+5.1% |
| Admin fee / account holder | $17,342 | $10,489+65.3% | $13,899+24.8% | $6,925+150.4% |