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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 | $163,184 | $143,969+13.3% | $199,883-18.4% | $82,637+97.5% |
| Participation rate | 92.2% | 84.1%+8.0pp | 86.8%+5.4pp | 68.1%+24.1pp |
| Annual return | 15.82% | 25.67%-9.8pp | 43.81%-28.0pp | 53.51%-37.7pp |
| Employer contribution / active EE | $7,154 | $4,632+54.4% | $6,261+14.3% | $2,552+180.3% |
| Participant deferral / active EE | $6,389 | $6,937-7.9% | $9,138-30.1% | $4,126+54.8% |
| Admin fee / account holder | $8,032 | $14,597-45.0% | $17,268-53.5% | $7,339+9.5% |