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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 | $220,453 | $181,896+21.2% | $156,551+40.8% | $273,972-19.5% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | 8.57% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $5,676 | $6,248-9.2% | $5,501+3.2% | $4,869+16.6% |
| Participant deferral / active EE | $4,365 | $5,550-21.3% | $4,871-10.4% | $5,287-17.4% |
| Admin fee / account holder | $3,345 | $15,560-78.5% | $13,028-74.3% | $10,133-67.0% |