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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 | $84,570+72.8% | $85,946+70.0% | $155,188-5.9% |
| Participation rate | 90.0% | 78.8%+11.2pp | 77.2%+12.8pp | 80.8%+9.2pp |
| Annual return | 16.47% | 35.96%-19.5pp | 31.33%-14.9pp | 148.84%-132.4pp |
| Employer contribution / active EE | $3,978 | $4,651-14.5% | $4,539-12.4% | $4,248-6.4% |
| Participant deferral / active EE | $7,988 | $5,847+36.6% | $5,465+46.2% | $6,531+22.3% |
| Admin fee / account holder | $29,073 | $12,225+137.8% | $11,250+158.4% | $14,480+100.8% |