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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 | $175,792 | $161,352+8.9% | $134,172+31.0% | $137,256+28.1% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 14.64% | 28.72%-14.1pp | 25.30%-10.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,999 | $4,099-2.4% | $3,420+16.9% | $4,156-3.8% |
| Participant deferral / active EE | $4,173 | $5,552-24.8% | $4,690-11.0% | $6,407-34.9% |
| Admin fee / account holder | $1,777 | $15,028-88.2% | $12,016-85.2% | $12,270-85.5% |