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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 | $142,972+9.3% | $214,702-27.2% | $86,983+79.6% |
| Participation rate | 96.3% | 84.9%+11.4pp | 87.5%+8.8pp | 69.5%+26.8pp |
| Annual return | 17.06% | 18.49%-1.4pp | 54.55%-37.5pp | 25.83%-8.8pp |
| Employer contribution / active EE | $4,914 | $4,635+6.0% | $6,461-23.9% | $2,584+90.1% |
| Participant deferral / active EE | $5,830 | $6,568-11.2% | $9,147-36.3% | $4,194+39.0% |
| Admin fee / account holder | $2,492 | $17,617-85.9% | $19,830-87.4% | $7,856-68.3% |