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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 | $106,524+40.1% | $152,301-2.0% | $87,485+70.5% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.4%-12.4pp | 68.9%+1.1pp |
| Annual return | 17.94% | 26.89%-9.0pp | 80.50%-62.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $3,831 | $3,371+13.6% | $4,624-17.2% | $2,596+47.6% |
| Participant deferral / active EE | $8,650 | $6,525+32.6% | $8,004+8.1% | $4,274+102.4% |
| Admin fee / account holder | $8,558 | $8,287+3.3% | $14,398-40.6% | $7,775+10.1% |