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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 | $161,678 | $201,344-19.7% | $184,243-12.2% | $145,877+10.8% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+14.9pp |
| Annual return | 19.88% | 29.01%-9.1pp | 28.82%-8.9pp | 551.28%-531.4pp |
| Employer contribution / active EE | $4,397 | $7,022-37.4% | $6,427-31.6% | $4,663-5.7% |
| Participant deferral / active EE | $4,475 | $9,807-54.4% | $9,132-51.0% | $6,691-33.1% |
| Admin fee / account holder | $22,429 | $16,382+36.9% | $13,914+61.2% | $13,402+67.4% |