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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 | $147,528 | $106,749+38.2% | $145,433+1.4% | $82,448+78.9% |
| Participation rate | 93.8% | 75.6%+18.1pp | 82.1%+11.6pp | 68.1%+25.7pp |
| Annual return | 18.68% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,887 | $3,444-16.2% | $4,554-36.6% | $2,551+13.2% |
| Participant deferral / active EE | $7,231 | $6,519+10.9% | $7,897-8.4% | $4,139+74.7% |
| Admin fee / account holder | $7,397 | $8,390-11.8% | $13,129-43.7% | $7,234+2.2% |