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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 | $164,415 | $138,393+18.8% | $184,256-10.8% | $80,959+103.1% |
| Participation rate | 87.7% | 83.9%+3.8pp | 86.8%+0.8pp | 67.7%+20.0pp |
| Annual return | 16.86% | 20.01%-3.1pp | 28.85%-12.0pp | 35.67%-18.8pp |
| Employer contribution / active EE | $4,380 | $4,847-9.6% | $6,427-31.8% | $2,757+58.9% |
| Participant deferral / active EE | $7,681 | $7,076+8.5% | $9,133-15.9% | $4,300+78.6% |
| Admin fee / account holder | $1,384 | $10,489-86.8% | $13,899-90.0% | $6,925-80.0% |