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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 | $158,052 | $199,109-20.6% | $173,730-9.0% | $154,746+2.1% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.6%+14.5pp | 80.7%+13.4pp |
| Annual return | 14.74% | 20.02%-5.3pp | 19.96%-5.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,825 | $5,311-46.8% | $4,577-38.3% | $4,379-35.5% |
| Participant deferral / active EE | $7,915 | $7,113+11.3% | $6,326+25.1% | $6,730+17.6% |
| Admin fee / account holder | $10,315 | $20,916-50.7% | $17,523-41.1% | $14,365-28.2% |