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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 | $155,776 | $139,948+11.3% | $121,663+28.0% | $154,746+0.7% |
| Participation rate | 90.5% | 78.0%+12.5pp | 74.5%+16.0pp | 80.7%+9.8pp |
| Annual return | 16.87% | 230.52%-213.6pp | 147.54%-130.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,082 | $3,521-40.9% | $3,020-31.0% | $4,379-52.4% |
| Participant deferral / active EE | $5,613 | $5,629-0.3% | $4,887+14.9% | $6,730-16.6% |
| Admin fee / account holder | $5,397 | $17,321-68.8% | $14,289-62.2% | $14,365-62.4% |