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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 | $149,414 | $125,778+18.8% | $114,563+30.4% | $154,746-3.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.9%+12.8pp | 80.7%+5.0pp |
| Annual return | 21.13% | 295.14%-274.0pp | 241.09%-220.0pp | 172.34%-151.2pp |
| Employer contribution / active EE | $3,231 | $2,806+15.1% | $2,592+24.6% | $4,379-26.2% |
| Participant deferral / active EE | $11,118 | $4,445+150.2% | $4,142+168.4% | $6,730+65.2% |
| Admin fee / account holder | $6,052 | $8,190-26.1% | $7,623-20.6% | $14,365-57.9% |