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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 | $149,192 | $106,749+39.8% | $145,433+2.6% | $82,448+81.0% |
| Participation rate | 70.0% | 75.6%-5.6pp | 82.1%-12.1pp | 68.1%+1.9pp |
| Annual return | 17.94% | 27.59%-9.7pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,831 | $3,444+11.2% | $4,554-15.9% | $2,551+50.2% |
| Participant deferral / active EE | $8,650 | $6,519+32.7% | $7,897+9.5% | $4,139+109.0% |
| Admin fee / account holder | $8,558 | $8,390+2.0% | $13,129-34.8% | $7,234+18.3% |