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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 | $147,479 | $106,749+38.2% | $145,433+1.4% | $82,448+78.9% |
| Participation rate | 91.7% | 75.6%+16.0pp | 82.1%+9.5pp | 68.1%+23.6pp |
| Annual return | 17.57% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $8,670 | $3,444+151.7% | $4,554+90.4% | $2,551+239.9% |
| Participant deferral / active EE | $6,497 | $6,519-0.3% | $7,897-17.7% | $4,139+57.0% |
| Admin fee / account holder | $3,887 | $8,390-53.7% | $13,129-70.4% | $7,234-46.3% |