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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 | $189,531 | $138,385+37.0% | $184,243+2.9% | $80,925+134.2% |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.8%+7.1pp | 67.7%+26.3pp |
| Annual return | 18.25% | 20.02%-1.8pp | 28.82%-10.6pp | 35.65%-17.4pp |
| Employer contribution / active EE | $7,104 | $4,851+46.5% | $6,427+10.5% | $2,756+157.7% |
| Participant deferral / active EE | $15,076 | $7,075+113.1% | $9,132+65.1% | $4,299+250.7% |
| Admin fee / account holder | $3,246 | $10,489-69.1% | $13,914-76.7% | $6,940-53.2% |