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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 | $164,072 | $149,446+9.8% | $256,809-36.1% | $94,015+74.5% |
| Participation rate | 96.2% | 85.3%+10.9pp | 88.5%+7.7pp | 70.8%+25.4pp |
| Annual return | 15.04% | 17.55%-2.5pp | 32.73%-17.7pp | 17.84%-2.8pp |
| Employer contribution / active EE | $3,423 | $4,596-25.5% | $7,263-52.9% | $2,790+22.7% |
| Participant deferral / active EE | $6,905 | $6,491+6.4% | $9,520-27.5% | $4,249+62.5% |
| Admin fee / account holder | $7,825 | $24,035-67.4% | $25,146-68.9% | $8,951-12.6% |