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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 | $146,260 | $117,904+24.0% | $102,457+42.8% | $145,978+0.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 11.74% | 31.80%-20.1pp | 29.41%-17.7pp | 550.52%-538.8pp |
| Employer contribution / active EE | $4,879 | $3,613+35.0% | $3,022+61.4% | $4,662+4.7% |
| Participant deferral / active EE | $3,620 | $5,733-36.9% | $5,054-28.4% | $6,690-45.9% |
| Admin fee / account holder | $1,696 | $13,329-87.3% | $9,451-82.1% | $13,400-87.3% |