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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 | $150,776 | $124,213+21.4% | $118,106+27.7% | $154,746-2.6% |
| Participation rate | 87.5% | 83.6%+3.9pp | 81.9%+5.6pp | 80.7%+6.8pp |
| Annual return | 14.09% | 18.29%-4.2pp | 19.44%-5.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $3,710 | $4,905-24.4% | $4,698-21.0% | $4,379-15.3% |
| Participant deferral / active EE | $3,710 | $6,859-45.9% | $6,619-44.0% | $6,730-44.9% |
| Admin fee / account holder | $1,708 | $9,627-82.3% | $8,973-81.0% | $14,365-88.1% |