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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 | $159,669 | $201,344-20.7% | $184,243-13.3% | $145,877+9.5% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 12.67% | 29.01%-16.3pp | 28.82%-16.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,825 | $7,022-59.8% | $6,427-56.0% | $4,663-39.4% |
| Participant deferral / active EE | $3,871 | $9,807-60.5% | $9,132-57.6% | $6,691-42.1% |
| Admin fee / account holder | $4,136 | $16,382-74.8% | $13,914-70.3% | $13,402-69.1% |