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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% | $184,243-4.9% | $80,925+116.5% |
| Participation rate | 82.5% | 83.9%-1.4pp | 86.8%-4.3pp | 67.7%+14.9pp |
| Annual return | 18.69% | 20.02%-1.3pp | 28.82%-10.1pp | 35.65%-17.0pp |
| Employer contribution / active EE | $5,054 | $4,851+4.2% | $6,427-21.4% | $2,756+83.4% |
| Participant deferral / active EE | $10,700 | $7,075+51.2% | $9,132+17.2% | $4,299+148.9% |
| Admin fee / account holder | $8,662 | $10,489-17.4% | $13,914-37.7% | $6,940+24.8% |