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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 | $160,212 | $114,712+39.7% | $173,730-7.8% | $87,485+83.1% |
| Participation rate | 85.7% | 73.0%+12.7pp | 79.6%+6.1pp | 68.9%+16.8pp |
| Annual return | 14.89% | 20.18%-5.3pp | 19.96%-5.1pp | 26.06%-11.2pp |
| Employer contribution / active EE | $4,763 | $2,904+64.0% | $4,577+4.1% | $2,596+83.5% |
| Participant deferral / active EE | $9,670 | $4,642+108.3% | $6,326+52.8% | $4,274+126.3% |
| Admin fee / account holder | $9,301 | $10,210-8.9% | $17,523-46.9% | $7,775+19.6% |