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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 | $134,751 | $138,393-2.6% | $184,256-26.9% | $80,959+66.4% |
| Participation rate | 81.1% | 83.9%-2.8pp | 86.8%-5.7pp | 67.7%+13.4pp |
| Annual return | 19.85% | 20.01%-0.2pp | 28.85%-9.0pp | 35.67%-15.8pp |
| Employer contribution / active EE | $3,974 | $4,847-18.0% | $6,427-38.2% | $2,757+44.1% |
| Participant deferral / active EE | $14,511 | $7,076+105.1% | $9,133+58.9% | $4,300+237.4% |
| Admin fee / account holder | $14,351 | $10,489+36.8% | $13,899+3.3% | $6,925+107.2% |