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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 | $169,248 | $163,687+3.4% | $108,745+55.6% | $273,972-38.2% |
| Participation rate | 87.0% | 82.3%+4.6pp | 77.7%+9.3pp | 83.0%+3.9pp |
| Annual return | 14.74% | 31.16%-16.4pp | 46.22%-31.5pp | 41.46%-26.7pp |
| Employer contribution / active EE | $4,306 | $4,711-8.6% | $3,323+29.6% | $4,869-11.6% |
| Participant deferral / active EE | $9,977 | $7,155+39.4% | $5,121+94.8% | $5,287+88.7% |
| Admin fee / account holder | $916 | $12,890-92.9% | $6,144-85.1% | $10,133-91.0% |