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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 | $182,499 | $138,386+31.9% | $184,260-1.0% | $80,935+125.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 86.8%+4.8pp | 67.7%+24.0pp |
| Annual return | 12.16% | 20.02%-7.9pp | 28.84%-16.7pp | 35.66%-23.5pp |
| Employer contribution / active EE | $4,747 | $4,851-2.1% | $6,427-26.2% | $2,757+72.2% |
| Participant deferral / active EE | $8,883 | $7,076+25.5% | $9,133-2.7% | $4,299+106.6% |
| Admin fee / account holder | $16,857 | $10,489+60.7% | $13,898+21.3% | $6,924+143.4% |