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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 | $148,048 | $275,752-46.3% | $256,809-42.4% | $198,609-25.5% |
| Participation rate | 91.7% | 89.2%+2.5pp | 88.5%+3.1pp | 82.4%+9.3pp |
| Annual return | 10.94% | 34.81%-23.9pp | 32.73%-21.8pp | 202.70%-191.8pp |
| Employer contribution / active EE | $4,640 | $7,721-39.9% | $7,263-36.1% | $5,055-8.2% |
| Participant deferral / active EE | $7,882 | $10,037-21.5% | $9,520-17.2% | $6,977+13.0% |
| Admin fee / account holder | $4,426 | $25,716-82.8% | $25,146-82.4% | $19,030-76.7% |