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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 | $156,381 | $123,155+27.0% | $108,753+43.8% | $155,188+0.8% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 13.79% | 44.73%-30.9pp | 37.47%-23.7pp | 148.84%-135.1pp |
| Employer contribution / active EE | $15,874 | $2,811+464.7% | $2,427+554.2% | $4,248+273.7% |
| Participant deferral / active EE | $11,038 | $4,623+138.8% | $4,115+168.3% | $6,531+69.0% |
| Admin fee / account holder | $7,030 | $12,126-42.0% | $10,320-31.9% | $14,480-51.4% |