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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 | $146,806 | $106,864+37.4% | $147,318-0.3% | $82,637+77.7% |
| Participation rate | 93.9% | 75.5%+18.4pp | 82.1%+11.9pp | 68.1%+25.9pp |
| Annual return | 15.08% | 27.49%-12.4pp | 70.43%-55.4pp | 53.51%-38.4pp |
| Employer contribution / active EE | $2,273 | $3,417-33.5% | $4,593-50.5% | $2,552-10.9% |
| Participant deferral / active EE | $16,725 | $6,496+157.5% | $7,906+111.5% | $4,126+305.3% |
| Admin fee / account holder | $9,960 | $8,415+18.4% | $13,708-27.3% | $7,339+35.7% |