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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 | $138,312+5.9% | $122,979+19.1% | $155,188-5.6% |
| Participation rate | 84.6% | 80.2%+4.4pp | 77.2%+7.4pp | 80.8%+3.8pp |
| Annual return | 19.12% | 22.06%-2.9pp | 20.12%-1.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $2,461 | $3,530-30.3% | $3,062-19.6% | $4,248-42.1% |
| Participant deferral / active EE | $7,643 | $5,592+36.7% | $5,003+52.8% | $6,531+17.0% |
| Admin fee / account holder | $2,388 | $15,089-84.2% | $12,864-81.4% | $14,480-83.5% |