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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 | $183,405 | $138,393+32.5% | $184,256-0.5% | $80,959+126.5% |
| Participation rate | 98.6% | 83.9%+14.7pp | 86.8%+11.8pp | 67.7%+30.9pp |
| Annual return | 13.29% | 20.01%-6.7pp | 28.85%-15.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $5,109 | $4,847+5.4% | $6,427-20.5% | $2,757+85.3% |
| Participant deferral / active EE | $6,312 | $7,076-10.8% | $9,133-30.9% | $4,300+46.8% |
| Admin fee / account holder | $8,409 | $10,489-19.8% | $13,899-39.5% | $6,925+21.4% |