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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 | $186,690 | $182,442+2.3% | $163,379+14.3% | $138,895+34.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.8%+3.2pp | 79.9%+0.1pp |
| Annual return | 14.07% | 72.74%-58.7pp | 63.41%-49.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $7,225 | $4,159+73.7% | $3,752+92.5% | $4,194+72.3% |
| Participant deferral / active EE | $15,298 | $6,817+124.4% | $6,282+143.5% | $6,396+139.2% |
| Admin fee / account holder | $7,302 | $10,396-29.8% | $9,818-25.6% | $12,562-41.9% |