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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 | $143,406 | $142,972+0.3% | $214,702-33.2% | $86,983+64.9% |
| Participation rate | 85.5% | 84.9%+0.6pp | 87.5%-2.0pp | 69.5%+15.9pp |
| Annual return | 17.08% | 18.49%-1.4pp | 54.55%-37.5pp | 25.83%-8.8pp |
| Employer contribution / active EE | $3,529 | $4,635-23.9% | $6,461-45.4% | $2,584+36.6% |
| Participant deferral / active EE | $7,458 | $6,568+13.6% | $9,147-18.5% | $4,194+77.8% |
| Admin fee / account holder | $7,736 | $17,617-56.1% | $19,830-61.0% | $7,856-1.5% |