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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 | $146,707 | $138,393+6.0% | $184,256-20.4% | $80,959+81.2% |
| Participation rate | 88.1% | 83.9%+4.2pp | 86.8%+1.3pp | 67.7%+20.4pp |
| Annual return | 17.98% | 20.01%-2.0pp | 28.85%-10.9pp | 35.67%-17.7pp |
| Employer contribution / active EE | $4,635 | $4,847-4.4% | $6,427-27.9% | $2,757+68.1% |
| Participant deferral / active EE | $18,313 | $7,076+158.8% | $9,133+100.5% | $4,300+325.8% |
| Admin fee / account holder | $5,373 | $10,489-48.8% | $13,899-61.3% | $6,925-22.4% |