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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 | $145,431+7.4% | $211,142-26.0% | $87,485+78.6% |
| Participation rate | 96.3% | 84.7%+11.5pp | 87.3%+9.0pp | 68.9%+27.4pp |
| Annual return | 17.06% | 27.21%-10.1pp | 46.84%-29.8pp | 26.06%-9.0pp |
| Employer contribution / active EE | $4,914 | $4,662+5.4% | $6,442-23.7% | $2,596+89.3% |
| Participant deferral / active EE | $5,830 | $6,859-15.0% | $9,284-37.2% | $4,274+36.4% |
| Admin fee / account holder | $2,492 | $17,052-85.4% | $19,076-86.9% | $7,775-67.9% |