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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 | $160,627 | $145,431+10.4% | $211,142-23.9% | $87,485+83.6% |
| Participation rate | 81.4% | 84.7%-3.4pp | 87.3%-5.9pp | 68.9%+12.5pp |
| Annual return | 21.36% | 27.21%-5.8pp | 46.84%-25.5pp | 26.06%-4.7pp |
| Employer contribution / active EE | $7,485 | $4,662+60.6% | $6,442+16.2% | $2,596+188.3% |
| Participant deferral / active EE | $14,706 | $6,859+114.4% | $9,284+58.4% | $4,274+244.1% |
| Admin fee / account holder | $12,572 | $17,052-26.3% | $19,076-34.1% | $7,775+61.7% |