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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 | $183,639 | $177,595+3.4% | $148,496+23.7% | $198,609-7.5% |
| Participation rate | 95.8% | 79.3%+16.6pp | 76.0%+19.8pp | 82.4%+13.5pp |
| Annual return | 15.82% | 9.97%+5.8pp | 12.33%+3.5pp | 202.70%-186.9pp |
| Employer contribution / active EE | $5,211 | $4,098+27.2% | $3,497+49.0% | $5,055+3.1% |
| Participant deferral / active EE | $12,815 | $5,539+131.3% | $4,808+166.5% | $6,977+83.7% |
| Admin fee / account holder | $4,685 | $27,010-82.7% | $19,547-76.0% | $19,030-75.4% |