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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 | $147,900 | $106,524+38.8% | $152,301-2.9% | $87,485+69.1% |
| Participation rate | 88.6% | 75.8%+12.9pp | 82.4%+6.2pp | 68.9%+19.7pp |
| Annual return | 15.43% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $4,806 | $3,371+42.5% | $4,624+3.9% | $2,596+85.1% |
| Participant deferral / active EE | $9,316 | $6,525+42.8% | $8,004+16.4% | $4,274+118.0% |
| Admin fee / account holder | $12,548 | $8,287+51.4% | $14,398-12.8% | $7,775+61.4% |