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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 | $187,530 | $146,267+28.2% | $197,124-4.9% | $82,448+127.5% |
| Participation rate | 95.8% | 84.0%+11.8pp | 86.7%+9.1pp | 68.1%+27.7pp |
| Annual return | 15.89% | 29.61%-13.7pp | 44.34%-28.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $8,179 | $4,723+73.2% | $6,227+31.3% | $2,551+220.6% |
| Participant deferral / active EE | $14,380 | $7,035+104.4% | $9,135+57.4% | $4,139+247.4% |
| Admin fee / account holder | $11,056 | $14,422-23.3% | $16,298-32.2% | $7,234+52.8% |