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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 | $146,098 | $90,728+61.0% | $86,279+69.3% | $138,895+5.2% |
| Participation rate | 90.0% | 81.0%+9.0pp | 78.7%+11.3pp | 79.9%+10.1pp |
| Annual return | 16.47% | 34.83%-18.4pp | 30.40%-13.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,978 | $4,974-20.0% | $4,663-14.7% | $4,194-5.2% |
| Participant deferral / active EE | $7,988 | $6,125+30.4% | $5,658+41.2% | $6,396+24.9% |
| Admin fee / account holder | $29,073 | $11,808+146.2% | $10,485+177.3% | $12,562+131.4% |