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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 | $99,875+47.5% | $146,866+0.3% | $86,983+69.4% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.5%+17.1pp |
| Annual return | 16.18% | 28.10%-11.9pp | 102.85%-86.7pp | 25.83%-9.7pp |
| Employer contribution / active EE | $2,730 | $3,224-15.3% | $4,425-38.3% | $2,584+5.6% |
| Participant deferral / active EE | $6,968 | $6,322+10.2% | $7,759-10.2% | $4,194+66.1% |
| Admin fee / account holder | $16,649 | $7,838+112.4% | $13,620+22.2% | $7,856+111.9% |