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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 | $145,431+4.8% | $211,142-27.8% | $87,485+74.2% |
| Participation rate | 88.9% | 84.7%+4.1pp | 87.3%+1.6pp | 68.9%+20.0pp |
| Annual return | 17.74% | 27.21%-9.5pp | 46.84%-29.1pp | 26.06%-8.3pp |
| Employer contribution / active EE | $8,674 | $4,662+86.1% | $6,442+34.7% | $2,596+234.1% |
| Participant deferral / active EE | $17,847 | $6,859+160.2% | $9,284+92.2% | $4,274+317.6% |
| Admin fee / account holder | $7,680 | $17,052-55.0% | $19,076-59.7% | $7,775-1.2% |