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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 | $148,699 | $136,860+8.7% | $120,344+23.6% | $154,746-3.9% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 18.04% | 21.38%-3.3pp | 20.30%-2.3pp | 172.34%-154.3pp |
| Employer contribution / active EE | $3,369 | $3,533-4.7% | $3,020+11.5% | $4,379-23.1% |
| Participant deferral / active EE | $9,543 | $5,793+64.7% | $5,135+85.8% | $6,730+41.8% |
| Admin fee / account holder | $41,110 | $15,393+167.1% | $12,742+222.6% | $14,365+186.2% |