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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 | $147,311 | $106,524+38.3% | $152,301-3.3% | $87,485+68.4% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.4%+4.2pp | 68.9%+17.7pp |
| Annual return | 16.18% | 26.89%-10.7pp | 80.50%-64.3pp | 26.06%-9.9pp |
| Employer contribution / active EE | $2,730 | $3,371-19.0% | $4,624-41.0% | $2,596+5.2% |
| Participant deferral / active EE | $6,968 | $6,525+6.8% | $8,004-12.9% | $4,274+63.0% |
| Admin fee / account holder | $16,649 | $8,287+100.9% | $14,398+15.6% | $7,775+114.1% |