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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 | $110,379+35.6% | $102,412+46.2% | $145,884+2.6% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 12.01% | 24.84%-12.8pp | 24.94%-12.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $3,649 | $4,216-13.5% | $3,870-5.7% | $4,662-21.7% |
| Participant deferral / active EE | $10,438 | $5,622+85.7% | $5,060+106.3% | $6,690+56.0% |
| Admin fee / account holder | $16,541 | $9,745+69.7% | $8,388+97.2% | $13,392+23.5% |