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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 | $150,202 | $138,386+8.5% | $184,260-18.5% | $80,935+85.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.7%+12.3pp |
| Annual return | 17.19% | 20.02%-2.8pp | 28.84%-11.6pp | 35.66%-18.5pp |
| Employer contribution / active EE | $4,233 | $4,851-12.7% | $6,427-34.1% | $2,757+53.5% |
| Participant deferral / active EE | $13,216 | $7,076+86.8% | $9,133+44.7% | $4,299+207.4% |
| Admin fee / account holder | $831 | $10,489-92.1% | $13,898-94.0% | $6,924-88.0% |