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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 | $151,495 | $99,875+51.7% | $146,866+3.2% | $86,983+74.2% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 17.08% | 28.10%-11.0pp | 102.85%-85.8pp | 25.83%-8.8pp |
| Employer contribution / active EE | $3,320 | $3,224+3.0% | $4,425-25.0% | $2,584+28.5% |
| Participant deferral / active EE | $6,797 | $6,322+7.5% | $7,759-12.4% | $4,194+62.1% |
| Admin fee / account holder | $5,706 | $7,838-27.2% | $13,620-58.1% | $7,856-27.4% |