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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 | $162,250 | $138,385+17.2% | $184,200-11.9% | $80,874+100.6% |
| Participation rate | 85.9% | 83.9%+2.1pp | 86.8%-0.9pp | 67.6%+18.3pp |
| Annual return | 18.65% | 20.02%-1.4pp | 28.80%-10.1pp | 35.62%-17.0pp |
| Employer contribution / active EE | $4,236 | $4,849-12.7% | $6,424-34.1% | $2,756+53.7% |
| Participant deferral / active EE | $14,372 | $7,073+103.2% | $9,132+57.4% | $4,297+234.5% |
| Admin fee / account holder | $6,251 | $10,483-40.4% | $13,907-55.0% | $6,935-9.9% |