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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 | $183,853 | $228,352-19.5% | $185,835-1.1% | $158,966+15.7% |
| Participation rate | 93.8% | 82.3%+11.4pp | 78.0%+15.7pp | 82.0%+11.8pp |
| Annual return | 14.23% | 40.81%-26.6pp | 35.96%-21.7pp | 302.95%-288.7pp |
| Employer contribution / active EE | $6,383 | $4,967+28.5% | $4,087+56.2% | $4,762+34.0% |
| Participant deferral / active EE | $18,020 | $6,416+180.8% | $5,633+219.9% | $5,983+201.2% |
| Admin fee / account holder | $11,173 | $11,867-5.8% | $9,502+17.6% | $11,250-0.7% |