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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 | $146,451 | $136,860+7.0% | $120,344+21.7% | $154,746-5.4% |
| Participation rate | 84.6% | 79.9%+4.7pp | 76.7%+7.9pp | 80.7%+3.9pp |
| Annual return | 19.12% | 21.38%-2.3pp | 20.30%-1.2pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,461 | $3,533-30.3% | $3,020-18.5% | $4,379-43.8% |
| Participant deferral / active EE | $7,643 | $5,793+31.9% | $5,135+48.8% | $6,730+13.6% |
| Admin fee / account holder | $2,388 | $15,393-84.5% | $12,742-81.3% | $14,365-83.4% |