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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 | $157,161 | $146,267+7.4% | $197,124-20.3% | $82,448+90.6% |
| Participation rate | 98.1% | 84.0%+14.1pp | 86.7%+11.4pp | 68.1%+30.0pp |
| Annual return | 13.47% | 29.61%-16.1pp | 44.34%-30.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $3,994 | $4,723-15.4% | $6,227-35.9% | $2,551+56.6% |
| Participant deferral / active EE | $7,423 | $7,035+5.5% | $9,135-18.7% | $4,139+79.3% |
| Admin fee / account holder | $20,580 | $14,422+42.7% | $16,298+26.3% | $7,234+184.5% |