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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 | $138,366+18.8% | $184,185-10.7% | $80,911+103.2% |
| Participation rate | 87.7% | 83.9%+3.8pp | 86.8%+0.8pp | 67.6%+20.0pp |
| Annual return | 16.86% | 20.02%-3.2pp | 28.81%-12.0pp | 35.63%-18.8pp |
| Employer contribution / active EE | $4,380 | $4,849-9.7% | $6,426-31.8% | $2,756+58.9% |
| Participant deferral / active EE | $7,681 | $7,074+8.6% | $9,132-15.9% | $4,297+78.8% |
| Admin fee / account holder | $1,384 | $10,484-86.8% | $13,909-90.1% | $6,935-80.0% |