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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 | $124,980+17.8% | $108,359+35.9% | $154,746-4.8% |
| Participation rate | 84.6% | 75.2%+9.4pp | 70.1%+14.5pp | 80.7%+3.9pp |
| Annual return | 14.63% | 45.00%-30.4pp | 36.89%-22.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $3,846 | $2,851+34.9% | $2,399+60.3% | $4,379-12.2% |
| Participant deferral / active EE | $2,469 | $4,743-47.9% | $4,137-40.3% | $6,730-63.3% |
| Admin fee / account holder | $2,155 | $11,502-81.3% | $9,741-77.9% | $14,365-85.0% |