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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 | $159,837 | $138,366+15.5% | $184,185-13.2% | $80,911+97.5% |
| Participation rate | 97.1% | 83.9%+13.3pp | 86.8%+10.3pp | 67.6%+29.5pp |
| Annual return | 11.34% | 20.02%-8.7pp | 28.81%-17.5pp | 35.63%-24.3pp |
| Employer contribution / active EE | $6,242 | $4,849+28.7% | $6,426-2.9% | $2,756+126.5% |
| Participant deferral / active EE | $14,656 | $7,074+107.2% | $9,132+60.5% | $4,297+241.1% |
| Admin fee / account holder | $10,168 | $10,484-3.0% | $13,909-26.9% | $6,935+46.6% |