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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 | $161,225 | $138,386+16.5% | $184,260-12.5% | $80,935+99.2% |
| Participation rate | 87.1% | 83.9%+3.2pp | 86.8%+0.3pp | 67.7%+19.4pp |
| Annual return | 14.85% | 20.02%-5.2pp | 28.84%-14.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $7,103 | $4,851+46.4% | $6,427+10.5% | $2,757+157.7% |
| Participant deferral / active EE | $3,694 | $7,076-47.8% | $9,133-59.6% | $4,299-14.1% |
| Admin fee / account holder | $6,612 | $10,489-37.0% | $13,898-52.4% | $6,924-4.5% |