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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 | $196,497 | $181,896+8.0% | $156,551+25.5% | $273,972-28.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 4.40% | 30.74%-26.3pp | 32.23%-27.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $5,824 | $6,248-6.8% | $5,501+5.9% | $4,869+19.6% |
| Participant deferral / active EE | $8,179 | $5,550+47.4% | $4,871+67.9% | $5,287+54.7% |
| Admin fee / account holder | $1,026 | $15,560-93.4% | $13,028-92.1% | $10,133-89.9% |