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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 | $149,690 | $111,814+33.9% | $103,374+44.8% | $145,959+2.6% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 12.01% | 24.77%-12.8pp | 24.89%-12.9pp | 561.95%-549.9pp |
| Employer contribution / active EE | $3,649 | $4,214-13.4% | $3,869-5.7% | $4,661-21.7% |
| Participant deferral / active EE | $10,438 | $5,618+85.8% | $5,058+106.4% | $6,689+56.1% |
| Admin fee / account holder | $16,541 | $9,754+69.6% | $8,394+97.1% | $13,398+23.5% |