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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 | $148,854 | $93,598+59.0% | $135,974+9.5% | $75,173+98.0% |
| Participation rate | 74.4% | 75.2%-0.8pp | 81.9%-7.5pp | 67.2%+7.2pp |
| Annual return | 20.94% | 30.89%-10.0pp | 68.30%-47.4pp | 160.72%-139.8pp |
| Employer contribution / active EE | $3,239 | $3,538-8.4% | $4,859-33.3% | $2,671+21.3% |
| Participant deferral / active EE | $8,719 | $6,405+36.1% | $7,760+12.4% | $4,126+111.3% |
| Admin fee / account holder | $3,565 | $6,978-48.9% | $10,767-66.9% | $5,651-36.9% |