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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 | $138,393+26.6% | $184,256-4.9% | $80,959+116.4% |
| Participation rate | 82.5% | 83.9%-1.4pp | 86.8%-4.3pp | 67.7%+14.9pp |
| Annual return | 18.69% | 20.01%-1.3pp | 28.85%-10.2pp | 35.67%-17.0pp |
| Employer contribution / active EE | $5,054 | $4,847+4.3% | $6,427-21.4% | $2,757+83.3% |
| Participant deferral / active EE | $10,700 | $7,076+51.2% | $9,133+17.1% | $4,300+148.8% |
| Admin fee / account holder | $8,662 | $10,489-17.4% | $13,899-37.7% | $6,925+25.1% |