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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 | $157,406 | $138,386+13.7% | $184,260-14.6% | $80,935+94.5% |
| Participation rate | 88.7% | 83.9%+4.8pp | 86.8%+1.9pp | 67.7%+21.0pp |
| Annual return | 14.68% | 20.02%-5.3pp | 28.84%-14.2pp | 35.66%-21.0pp |
| Employer contribution / active EE | $5,102 | $4,851+5.2% | $6,427-20.6% | $2,757+85.1% |
| Participant deferral / active EE | $5,480 | $7,076-22.5% | $9,133-40.0% | $4,299+27.5% |
| Admin fee / account holder | $21,318 | $10,489+103.2% | $13,898+53.4% | $6,924+207.9% |