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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 | $150,020 | $282,059-46.8% | $213,469-29.7% | $154,746-3.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 16.31% | 20.90%-4.6pp | 20.58%-4.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $8,099 | $6,189+30.9% | $4,994+62.2% | $4,379+85.0% |
| Participant deferral / active EE | $11,341 | $8,186+38.5% | $6,841+65.8% | $6,730+68.5% |
| Admin fee / account holder | $3,522 | $37,435-90.6% | $27,141-87.0% | $14,365-75.5% |