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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 | $146,267+12.2% | $197,124-16.8% | $82,448+99.0% |
| Participation rate | 96.2% | 84.0%+12.2pp | 86.7%+9.5pp | 68.1%+28.1pp |
| Annual return | 15.04% | 29.61%-14.6pp | 44.34%-29.3pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,423 | $4,723-27.5% | $6,227-45.0% | $2,551+34.2% |
| Participant deferral / active EE | $6,905 | $7,035-1.8% | $9,135-24.4% | $4,139+66.8% |
| Admin fee / account holder | $7,825 | $14,422-45.7% | $16,298-52.0% | $7,234+8.2% |