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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 | $143,608 | $106,247+35.2% | $96,515+48.8% | $139,466+3.0% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 14.50% | 38.47%-24.0pp | 35.73%-21.2pp | 373.66%-359.2pp |
| Employer contribution / active EE | $3,302 | $4,106-19.6% | $3,740-11.7% | $4,754-30.5% |
| Participant deferral / active EE | $7,163 | $5,456+31.3% | $4,880+46.8% | $6,712+6.7% |
| Admin fee / account holder | $10,370 | $7,885+31.5% | $6,735+54.0% | $11,409-9.1% |