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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 | $178,393 | $97,289+83.4% | $92,805+92.2% | $155,188+15.0% |
| Participation rate | 90.0% | 84.2%+5.8pp | 83.5%+6.5pp | 80.8%+9.2pp |
| Annual return | 11.02% | 29.03%-18.0pp | 31.59%-20.6pp | 148.84%-137.8pp |
| Employer contribution / active EE | $4,444 | $3,632+22.4% | $3,424+29.8% | $4,248+4.6% |
| Participant deferral / active EE | $4,536 | $8,795-48.4% | $8,448-46.3% | $6,531-30.5% |
| Admin fee / account holder | $8,162 | $12,015-32.1% | $10,911-25.2% | $14,480-43.6% |