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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 | $175,207 | $138,385+26.6% | $184,200-4.9% | $80,874+116.6% |
| Participation rate | 82.5% | 83.9%-1.3pp | 86.8%-4.3pp | 67.6%+14.9pp |
| Annual return | 18.69% | 20.02%-1.3pp | 28.80%-10.1pp | 35.62%-16.9pp |
| Employer contribution / active EE | $5,054 | $4,849+4.2% | $6,424-21.3% | $2,756+83.4% |
| Participant deferral / active EE | $10,700 | $7,073+51.3% | $9,132+17.2% | $4,297+149.0% |
| Admin fee / account holder | $8,662 | $10,483-17.4% | $13,907-37.7% | $6,935+24.9% |