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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 | $155,424 | $136,860+13.6% | $120,344+29.2% | $154,746+0.4% |
| Participation rate | 95.0% | 79.9%+15.1pp | 76.7%+18.3pp | 80.7%+14.3pp |
| Annual return | 15.24% | 21.38%-6.1pp | 20.30%-5.1pp | 172.34%-157.1pp |
| Employer contribution / active EE | $7,137 | $3,533+102.0% | $3,020+136.3% | $4,379+63.0% |
| Participant deferral / active EE | $5,611 | $5,793-3.1% | $5,135+9.3% | $6,730-16.6% |
| Admin fee / account holder | $4,060 | $15,393-73.6% | $12,742-68.1% | $14,365-71.7% |