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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 | $138,385+6.0% | $184,200-20.4% | $80,874+81.4% |
| Participation rate | 88.1% | 83.9%+4.2pp | 86.8%+1.3pp | 67.6%+20.4pp |
| Annual return | 17.98% | 20.02%-2.0pp | 28.80%-10.8pp | 35.62%-17.6pp |
| Employer contribution / active EE | $4,635 | $4,849-4.4% | $6,424-27.8% | $2,756+68.2% |
| Participant deferral / active EE | $18,313 | $7,073+158.9% | $9,132+100.5% | $4,297+326.2% |
| Admin fee / account holder | $5,373 | $10,483-48.7% | $13,907-61.4% | $6,935-22.5% |