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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 | $138,385+3.7% | $184,243-22.1% | $80,925+77.3% |
| Participation rate | 95.5% | 83.9%+11.6pp | 86.8%+8.6pp | 67.7%+27.8pp |
| Annual return | 12.96% | 20.02%-7.1pp | 28.82%-15.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $7,411 | $4,851+52.8% | $6,427+15.3% | $2,756+168.9% |
| Participant deferral / active EE | $4,518 | $7,075-36.1% | $9,132-50.5% | $4,299+5.1% |
| Admin fee / account holder | $17,342 | $10,489+65.3% | $13,914+24.6% | $6,940+149.9% |