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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 | $146,928 | $124,425+18.1% | $112,040+31.1% | $137,256+7.0% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 15.55% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,958 | $3,411-13.3% | $2,954+0.1% | $4,156-28.8% |
| Participant deferral / active EE | $9,757 | $5,718+70.6% | $5,098+91.4% | $6,407+52.3% |
| Admin fee / account holder | $524 | $15,207-96.6% | $12,098-95.7% | $12,270-95.7% |