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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 | $156,200 | $110,240+41.7% | $96,544+61.8% | $139,487+12.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 17.90% | 26.41%-8.5pp | 25.88%-8.0pp | 373.84%-355.9pp |
| Employer contribution / active EE | $3,425 | $3,622-5.4% | $2,966+15.5% | $4,755-28.0% |
| Participant deferral / active EE | $7,999 | $5,549+44.2% | $4,851+64.9% | $6,713+19.2% |
| Admin fee / account holder | $847 | $11,602-92.7% | $8,254-89.7% | $11,407-92.6% |