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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 | $123,155+19.6% | $108,753+35.4% | $155,188-5.1% |
| Participation rate | 84.6% | 75.6%+9.0pp | 71.1%+13.5pp | 80.8%+3.8pp |
| Annual return | 14.63% | 44.73%-30.1pp | 37.47%-22.8pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,846 | $2,811+36.8% | $2,427+58.5% | $4,248-9.5% |
| Participant deferral / active EE | $2,469 | $4,623-46.6% | $4,115-40.0% | $6,531-62.2% |
| Admin fee / account holder | $2,155 | $12,126-82.2% | $10,320-79.1% | $14,480-85.1% |