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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 | $156,233 | $146,267+6.8% | $197,124-20.7% | $82,448+89.5% |
| Participation rate | 96.3% | 84.0%+12.3pp | 86.7%+9.6pp | 68.1%+28.2pp |
| Annual return | 17.06% | 29.61%-12.5pp | 44.34%-27.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $4,914 | $4,723+4.0% | $6,227-21.1% | $2,551+92.6% |
| Participant deferral / active EE | $5,830 | $7,035-17.1% | $9,135-36.2% | $4,139+40.8% |
| Admin fee / account holder | $2,492 | $14,422-82.7% | $16,298-84.7% | $7,234-65.5% |