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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 | $146,153 | $106,247+37.6% | $96,515+51.4% | $139,466+4.8% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | 12.12% | 38.47%-26.4pp | 35.73%-23.6pp | 373.66%-361.5pp |
| Employer contribution / active EE | $4,118 | $4,106+0.3% | $3,740+10.1% | $4,754-13.4% |
| Participant deferral / active EE | $7,105 | $5,456+30.2% | $4,880+45.6% | $6,712+5.9% |
| Admin fee / account holder | $10,445 | $7,885+32.5% | $6,735+55.1% | $11,409-8.5% |