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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 | $199,734 | $142,972+39.7% | $214,702-7.0% | $86,983+129.6% |
| Participation rate | 91.7% | 84.9%+6.8pp | 87.5%+4.2pp | 69.5%+22.1pp |
| Annual return | 16.88% | 18.49%-1.6pp | 54.55%-37.7pp | 25.83%-8.9pp |
| Employer contribution / active EE | $4,181 | $4,635-9.8% | $6,461-35.3% | $2,584+61.8% |
| Participant deferral / active EE | $6,774 | $6,568+3.1% | $9,147-25.9% | $4,194+61.5% |
| Admin fee / account holder | $1,496 | $17,617-91.5% | $19,830-92.5% | $7,856-81.0% |