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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 | $203,110 | $146,267+38.9% | $197,124+3.0% | $82,448+146.3% |
| Participation rate | 97.0% | 84.0%+13.0pp | 86.7%+10.3pp | 68.1%+28.9pp |
| Annual return | 16.48% | 29.61%-13.1pp | 44.34%-27.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,354 | $4,723-7.8% | $6,227-30.1% | $2,551+70.7% |
| Participant deferral / active EE | $9,317 | $7,035+32.4% | $9,135+2.0% | $4,139+125.1% |
| Admin fee / account holder | $1,833 | $14,422-87.3% | $16,298-88.8% | $7,234-74.7% |