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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 | $143,242 | $126,661+13.1% | $113,397+26.3% | $138,895+3.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 12.34% | 25.05%-12.7pp | 23.20%-10.9pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,544 | $3,456-26.4% | $2,977-14.6% | $4,194-39.4% |
| Participant deferral / active EE | $3,943 | $5,693-30.7% | $5,076-22.3% | $6,396-38.4% |
| Admin fee / account holder | $1,441 | $14,549-90.1% | $11,957-88.0% | $12,562-88.5% |