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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 | $147,265 | $112,729+30.6% | $98,716+49.2% | $137,256+7.3% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.3%+15.3pp | 80.0%+4.7pp |
| Annual return | 14.63% | 38.48%-23.9pp | 31.81%-17.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,846 | $2,725+41.1% | $2,279+68.8% | $4,156-7.5% |
| Participant deferral / active EE | $2,469 | $4,640-46.8% | $4,048-39.0% | $6,407-61.5% |
| Admin fee / account holder | $2,155 | $10,129-78.7% | $8,703-75.2% | $12,270-82.4% |