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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 | $183,587 | $138,386+32.7% | $184,260-0.4% | $80,935+126.8% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.7%+26.1pp |
| Annual return | 12.64% | 20.02%-7.4pp | 28.84%-16.2pp | 35.66%-23.0pp |
| Employer contribution / active EE | $2,434 | $4,851-49.8% | $6,427-62.1% | $2,757-11.7% |
| Participant deferral / active EE | $7,434 | $7,076+5.1% | $9,133-18.6% | $4,299+72.9% |
| Admin fee / account holder | $12,535 | $10,489+19.5% | $13,898-9.8% | $6,924+81.0% |