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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 | $140,582 | $117,829+19.3% | $102,423+37.3% | $145,877-3.6% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 14.88% | 31.83%-17.0pp | 29.42%-14.5pp | 551.28%-536.4pp |
| Employer contribution / active EE | $3,704 | $3,615+2.5% | $3,023+22.5% | $4,663-20.6% |
| Participant deferral / active EE | $6,671 | $5,732+16.4% | $5,054+32.0% | $6,691-0.3% |
| Admin fee / account holder | $14,458 | $13,335+8.4% | $9,455+52.9% | $13,402+7.9% |