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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 | $106,749+38.5% | $145,433+1.7% | $82,448+79.4% |
| Participation rate | 88.6% | 75.6%+13.0pp | 82.1%+6.5pp | 68.1%+20.6pp |
| Annual return | 15.43% | 27.59%-12.2pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $4,806 | $3,444+39.5% | $4,554+5.5% | $2,551+88.4% |
| Participant deferral / active EE | $9,316 | $6,519+42.9% | $7,897+18.0% | $4,139+125.1% |
| Admin fee / account holder | $12,548 | $8,390+49.6% | $13,129-4.4% | $7,234+73.5% |