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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 | $145,700 | $126,661+15.0% | $113,397+28.5% | $138,895+4.9% |
| Participation rate | 89.5% | 79.4%+10.0pp | 76.5%+13.0pp | 79.9%+9.6pp |
| Annual return | 11.65% | 25.05%-13.4pp | 23.20%-11.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,816 | $3,456-47.4% | $2,977-39.0% | $4,194-56.7% |
| Participant deferral / active EE | $5,019 | $5,693-11.8% | $5,076-1.1% | $6,396-21.5% |
| Admin fee / account holder | $24,405 | $14,549+67.7% | $11,957+104.1% | $12,562+94.3% |