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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 | $159,023 | $182,442-12.8% | $163,379-2.7% | $138,895+14.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.8%-1.8pp | 79.9%-4.9pp |
| Annual return | 16.78% | 72.74%-56.0pp | 63.41%-46.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $4,101 | $4,159-1.4% | $3,752+9.3% | $4,194-2.2% |
| Participant deferral / active EE | $6,562 | $6,817-3.7% | $6,282+4.5% | $6,396+2.6% |
| Admin fee / account holder | $13,218 | $10,396+27.1% | $9,818+34.6% | $12,562+5.2% |