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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 | $178,247 | $228,352-21.9% | $185,835-4.1% | $158,966+12.1% |
| Participation rate | 95.2% | 82.3%+12.9pp | 78.0%+17.2pp | 82.0%+13.3pp |
| Annual return | 17.11% | 40.81%-23.7pp | 35.96%-18.9pp | 302.95%-285.8pp |
| Employer contribution / active EE | $2,271 | $4,967-54.3% | $4,087-44.4% | $4,762-52.3% |
| Participant deferral / active EE | $7,349 | $6,416+14.5% | $5,633+30.5% | $5,983+22.8% |
| Admin fee / account holder | $8,956 | $11,867-24.5% | $9,502-5.7% | $11,250-20.4% |