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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 | $138,312+24.3% | $122,979+39.8% | $155,188+10.8% |
| Participation rate | 81.8% | 80.2%+1.6pp | 77.2%+4.6pp | 80.8%+1.0pp |
| Annual return | 12.57% | 22.06%-9.5pp | 20.12%-7.5pp | 148.84%-136.3pp |
| Employer contribution / active EE | $7,999 | $3,530+126.6% | $3,062+161.2% | $4,248+88.3% |
| Participant deferral / active EE | $2,247 | $5,592-59.8% | $5,003-55.1% | $6,531-65.6% |
| Admin fee / account holder | $847 | $15,089-94.4% | $12,864-93.4% | $14,480-94.2% |