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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 | $147,001 | $101,795+44.4% | $165,100-11.0% | $80,959+81.6% |
| Participation rate | 72.6% | 71.8%+0.8pp | 78.6%-6.0pp | 67.7%+4.9pp |
| Annual return | 12.47% | 16.73%-4.3pp | 70.21%-57.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,397 | $2,954+15.0% | $4,348-21.9% | $2,757+23.2% |
| Participant deferral / active EE | $7,010 | $4,476+56.6% | $6,035+16.1% | $4,300+63.0% |
| Admin fee / account holder | $11,171 | $8,221+35.9% | $12,696-12.0% | $6,925+61.3% |