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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 | $152,380 | $146,267+4.2% | $197,124-22.7% | $82,448+84.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 86.7%+2.2pp | 68.1%+20.8pp |
| Annual return | 17.74% | 29.61%-11.9pp | 44.34%-26.6pp | 41.64%-23.9pp |
| Employer contribution / active EE | $8,674 | $4,723+83.7% | $6,227+39.3% | $2,551+240.0% |
| Participant deferral / active EE | $17,847 | $7,035+153.7% | $9,135+95.4% | $4,139+331.2% |
| Admin fee / account holder | $7,680 | $14,422-46.7% | $16,298-52.9% | $7,234+6.2% |