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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 | $160,772 | $138,385+16.2% | $184,200-12.7% | $80,874+98.8% |
| Participation rate | 81.8% | 83.9%-2.1pp | 86.8%-5.0pp | 67.6%+14.2pp |
| Annual return | 39.38% | 20.02%+19.4pp | 28.80%+10.6pp | 35.62%+3.8pp |
| Employer contribution / active EE | $4,571 | $4,849-5.8% | $6,424-28.9% | $2,756+65.9% |
| Participant deferral / active EE | $9,268 | $7,073+31.0% | $9,132+1.5% | $4,297+115.7% |
| Admin fee / account holder | $10,896 | $10,483+3.9% | $13,907-21.7% | $6,935+57.1% |