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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 | $167,062 | $138,385+20.7% | $184,243-9.3% | $80,925+106.4% |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.8%+7.1pp | 67.7%+26.3pp |
| Annual return | 15.17% | 20.02%-4.8pp | 28.82%-13.6pp | 35.65%-20.5pp |
| Employer contribution / active EE | $3,714 | $4,851-23.4% | $6,427-42.2% | $2,756+34.7% |
| Participant deferral / active EE | $8,288 | $7,075+17.1% | $9,132-9.2% | $4,299+92.8% |
| Admin fee / account holder | $11,283 | $10,489+7.6% | $13,914-18.9% | $6,940+62.6% |