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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 | $148,200 | $81,233+82.4% | $155,567-4.7% | $80,874+83.2% |
| Participation rate | 89.3% | 66.2%+23.1pp | 78.2%+11.1pp | 67.6%+21.6pp |
| Annual return | 14.34% | 33.33%-19.0pp | 64.74%-50.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $3,257 | $3,101+5.0% | $4,674-30.3% | $2,756+18.2% |
| Participant deferral / active EE | $4,252 | $3,452+23.2% | $5,628-24.4% | $4,297-1.0% |
| Admin fee / account holder | $11,387 | $7,998+42.4% | $15,916-28.5% | $6,935+64.2% |