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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 | $143,969+38.7% | $199,883-0.1% | $82,637+141.7% |
| Participation rate | 91.7% | 84.1%+7.5pp | 86.8%+4.9pp | 68.1%+23.6pp |
| Annual return | 16.88% | 25.67%-8.8pp | 43.81%-26.9pp | 53.51%-36.6pp |
| Employer contribution / active EE | $4,181 | $4,632-9.7% | $6,261-33.2% | $2,552+63.8% |
| Participant deferral / active EE | $6,774 | $6,937-2.3% | $9,138-25.9% | $4,126+64.2% |
| Admin fee / account holder | $1,496 | $14,597-89.7% | $17,268-91.3% | $7,339-79.6% |