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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 | $138,312+12.4% | $122,979+26.4% | $155,188+0.2% |
| Participation rate | 95.0% | 80.2%+14.8pp | 77.2%+17.8pp | 80.8%+14.2pp |
| Annual return | 15.24% | 22.06%-6.8pp | 20.12%-4.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $7,137 | $3,530+102.2% | $3,062+133.0% | $4,248+68.0% |
| Participant deferral / active EE | $5,611 | $5,592+0.3% | $5,003+12.2% | $6,531-14.1% |
| Admin fee / account holder | $4,060 | $15,089-73.1% | $12,864-68.4% | $14,480-72.0% |