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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 | $143,969+9.2% | $199,883-21.4% | $82,637+90.2% |
| Participation rate | 98.1% | 84.1%+14.0pp | 86.8%+11.3pp | 68.1%+30.1pp |
| Annual return | 13.47% | 25.67%-12.2pp | 43.81%-30.3pp | 53.51%-40.0pp |
| Employer contribution / active EE | $3,994 | $4,632-13.8% | $6,261-36.2% | $2,552+56.5% |
| Participant deferral / active EE | $7,423 | $6,937+7.0% | $9,138-18.8% | $4,126+79.9% |
| Admin fee / account holder | $20,580 | $14,597+41.0% | $17,268+19.2% | $7,339+180.4% |