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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 | $142,891 | $138,366+3.3% | $184,185-22.4% | $80,911+76.6% |
| Participation rate | 82.2% | 83.9%-1.7pp | 86.8%-4.6pp | 67.6%+14.6pp |
| Annual return | 20.19% | 20.02%+0.2pp | 28.81%-8.6pp | 35.63%-15.4pp |
| Employer contribution / active EE | $14,089 | $4,849+190.6% | $6,426+119.3% | $2,756+411.2% |
| Participant deferral / active EE | $15,667 | $7,074+121.5% | $9,132+71.6% | $4,297+264.6% |
| Admin fee / account holder | $12,138 | $10,484+15.8% | $13,909-12.7% | $6,935+75.0% |