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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 | $143,907 | $146,267-1.6% | $197,124-27.0% | $82,448+74.5% |
| Participation rate | 97.5% | 84.0%+13.5pp | 86.7%+10.8pp | 68.1%+29.4pp |
| Annual return | 22.53% | 29.61%-7.1pp | 44.34%-21.8pp | 41.64%-19.1pp |
| Employer contribution / active EE | $5,580 | $4,723+18.1% | $6,227-10.4% | $2,551+118.7% |
| Participant deferral / active EE | $11,077 | $7,035+57.5% | $9,135+21.3% | $4,139+167.6% |
| Admin fee / account holder | $10,854 | $14,422-24.7% | $16,298-33.4% | $7,234+50.0% |