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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 | $162,801 | $135,956+19.7% | $123,894+31.4% | $273,972-40.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.36% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $4,987 | $5,170-3.5% | $4,617+8.0% | $4,869+2.4% |
| Participant deferral / active EE | $15,309 | $6,343+141.4% | $5,984+155.8% | $5,287+189.5% |
| Admin fee / account holder | $9,914 | $9,817+1.0% | $8,357+18.6% | $10,133-2.2% |