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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 | $171,887 | $136,860+25.6% | $120,344+42.8% | $154,746+11.1% |
| Participation rate | 81.8% | 79.9%+1.9pp | 76.7%+5.1pp | 80.7%+1.1pp |
| Annual return | 12.57% | 21.38%-8.8pp | 20.30%-7.7pp | 172.34%-159.8pp |
| Employer contribution / active EE | $7,999 | $3,533+126.4% | $3,020+164.9% | $4,379+82.7% |
| Participant deferral / active EE | $2,247 | $5,793-61.2% | $5,135-56.2% | $6,730-66.6% |
| Admin fee / account holder | $847 | $15,393-94.5% | $12,742-93.4% | $14,365-94.1% |