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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 | $124,425+17.7% | $112,040+30.7% | $137,256+6.7% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 19.12% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,461 | $3,411-27.9% | $2,954-16.7% | $4,156-40.8% |
| Participant deferral / active EE | $7,643 | $5,718+33.6% | $5,098+49.9% | $6,407+19.3% |
| Admin fee / account holder | $2,388 | $15,207-84.3% | $12,098-80.3% | $12,270-80.5% |