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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 | $152,380 | $142,972+6.6% | $214,702-29.0% | $86,983+75.2% |
| Participation rate | 88.9% | 84.9%+4.0pp | 87.5%+1.4pp | 69.5%+19.3pp |
| Annual return | 17.74% | 18.49%-0.7pp | 54.55%-36.8pp | 25.83%-8.1pp |
| Employer contribution / active EE | $8,674 | $4,635+87.2% | $6,461+34.3% | $2,584+235.6% |
| Participant deferral / active EE | $17,847 | $6,568+171.7% | $9,147+95.1% | $4,194+325.6% |
| Admin fee / account holder | $7,680 | $17,617-56.4% | $19,830-61.3% | $7,856-2.2% |