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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 | $166,948 | $138,386+20.6% | $184,260-9.4% | $80,935+106.3% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.7%+28.9pp |
| Annual return | 14.42% | 20.02%-5.6pp | 28.84%-14.4pp | 35.66%-21.2pp |
| Employer contribution / active EE | $6,359 | $4,851+31.1% | $6,427-1.1% | $2,757+130.7% |
| Participant deferral / active EE | $7,623 | $7,076+7.7% | $9,133-16.5% | $4,299+77.3% |
| Admin fee / account holder | $4,652 | $10,489-55.6% | $13,898-66.5% | $6,924-32.8% |