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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 | $154,078 | $180,028-14.4% | $138,135+11.5% | $158,950-3.1% |
| Participation rate | 83.3% | 82.2%+1.1pp | 78.7%+4.6pp | 82.0%+1.4pp |
| Annual return | 13.36% | 21.68%-8.3pp | 20.51%-7.2pp | 302.91%-289.6pp |
| Employer contribution / active EE | $2,015 | $7,470-73.0% | $5,587-63.9% | $4,762-57.7% |
| Participant deferral / active EE | $4,491 | $7,717-41.8% | $6,431-30.2% | $5,983-24.9% |
| Admin fee / account holder | $19,559 | $17,912+9.2% | $11,856+65.0% | $11,248+73.9% |