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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% | $184,243-20.4% | $80,925+81.3% |
| Participation rate | 88.1% | 83.9%+4.2pp | 86.8%+1.3pp | 67.7%+20.4pp |
| Annual return | 17.98% | 20.02%-2.0pp | 28.82%-10.8pp | 35.65%-17.7pp |
| Employer contribution / active EE | $4,635 | $4,851-4.4% | $6,427-27.9% | $2,756+68.2% |
| Participant deferral / active EE | $18,313 | $7,075+158.8% | $9,132+100.5% | $4,299+326.0% |
| Admin fee / account holder | $5,373 | $10,489-48.8% | $13,914-61.4% | $6,940-22.6% |