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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 | $246,851 | $107,666+129.3% | $102,184+141.6% | $154,746+59.5% |
| Participation rate | 95.2% | 83.7%+11.5pp | 82.6%+12.6pp | 80.7%+14.5pp |
| Annual return | 17.82% | 29.33%-11.5pp | 31.58%-13.8pp | 172.34%-154.5pp |
| Employer contribution / active EE | $3,136 | $3,846-18.5% | $3,594-12.7% | $4,379-28.4% |
| Participant deferral / active EE | $9,620 | $8,719+10.3% | $8,309+15.8% | $6,730+42.9% |
| Admin fee / account holder | $4,409 | $12,943-65.9% | $11,609-62.0% | $14,365-69.3% |