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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 | $239,571-37.4% | $183,328-18.2% | $137,256+9.3% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 80.0%0pp |
| Annual return | 16.31% | 35.69%-19.4pp | 29.67%-13.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $8,099 | $6,148+31.8% | $5,055+60.2% | $4,156+94.9% |
| Participant deferral / active EE | $11,341 | $7,995+41.8% | $6,795+66.9% | $6,407+77.0% |
| Admin fee / account holder | $3,522 | $30,059-88.3% | $21,427-83.6% | $12,270-71.3% |