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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 | $185,356 | $407,956-54.6% | $299,830-38.2% | $198,609-6.7% |
| Participation rate | 80.0% | 83.3%-3.3pp | 78.5%+1.5pp | 82.4%-2.4pp |
| Annual return | 15.68% | 6.66%+9.0pp | 10.58%+5.1pp | 202.70%-187.0pp |
| Employer contribution / active EE | $5,952 | $7,661-22.3% | $5,842+1.9% | $5,055+17.7% |
| Participant deferral / active EE | $10,126 | $8,628+17.4% | $7,038+43.9% | $6,977+45.1% |
| Admin fee / account holder | $23,702 | $73,031-67.5% | $50,982-53.5% | $19,030+24.5% |