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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 | $106,749+38.0% | $145,433+1.3% | $82,448+78.7% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 16.18% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,730 | $3,444-20.7% | $4,554-40.1% | $2,551+7.0% |
| Participant deferral / active EE | $6,968 | $6,519+6.9% | $7,897-11.8% | $4,139+68.3% |
| Admin fee / account holder | $16,649 | $8,390+98.4% | $13,129+26.8% | $7,234+130.1% |