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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 | $163,643 | $201,370-18.7% | $184,256-11.2% | $145,897+12.2% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 20.01% | 29.05%-9.0pp | 28.85%-8.8pp | 552.29%-532.3pp |
| Employer contribution / active EE | $4,346 | $7,024-38.1% | $6,427-32.4% | $4,663-6.8% |
| Participant deferral / active EE | $10,213 | $9,808+4.1% | $9,133+11.8% | $6,689+52.7% |
| Admin fee / account holder | $5,311 | $16,364-67.5% | $13,899-61.8% | $13,390-60.3% |