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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 | $146,588 | $101,778+44.0% | $164,975-11.1% | $80,925+81.1% |
| Participation rate | 88.6% | 71.8%+16.7pp | 78.6%+10.0pp | 67.7%+20.9pp |
| Annual return | 11.41% | 16.73%-5.3pp | 70.12%-58.7pp | 35.65%-24.2pp |
| Employer contribution / active EE | $2,377 | $2,954-19.5% | $4,343-45.3% | $2,756-13.8% |
| Participant deferral / active EE | $6,062 | $4,477+35.4% | $6,033+0.5% | $4,299+41.0% |
| Admin fee / account holder | $7,752 | $8,221-5.7% | $12,688-38.9% | $6,940+11.7% |