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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 | $124,425+19.5% | $112,040+32.7% | $137,256+8.3% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 18.04% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,369 | $3,411-1.3% | $2,954+14.0% | $4,156-18.9% |
| Participant deferral / active EE | $9,543 | $5,718+66.9% | $5,098+87.2% | $6,407+48.9% |
| Admin fee / account holder | $41,110 | $15,207+170.3% | $12,098+239.8% | $12,270+235.0% |