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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 | $138,393+17.2% | $184,256-11.9% | $80,959+100.4% |
| Participation rate | 85.9% | 83.9%+2.0pp | 86.8%-0.9pp | 67.7%+18.3pp |
| Annual return | 18.65% | 20.01%-1.4pp | 28.85%-10.2pp | 35.67%-17.0pp |
| Employer contribution / active EE | $4,236 | $4,847-12.6% | $6,427-34.1% | $2,757+53.6% |
| Participant deferral / active EE | $14,372 | $7,076+103.1% | $9,133+57.4% | $4,300+234.2% |
| Admin fee / account holder | $6,251 | $10,489-40.4% | $13,899-55.0% | $6,925-9.7% |