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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 | $146,462 | $106,864+37.1% | $147,318-0.6% | $82,637+77.2% |
| Participation rate | 88.5% | 75.5%+13.0pp | 82.1%+6.4pp | 68.1%+20.4pp |
| Annual return | 15.76% | 27.49%-11.7pp | 70.43%-54.7pp | 53.51%-37.7pp |
| Employer contribution / active EE | $2,880 | $3,417-15.7% | $4,593-37.3% | $2,552+12.9% |
| Participant deferral / active EE | $8,715 | $6,496+34.2% | $7,906+10.2% | $4,126+111.2% |
| Admin fee / account holder | $17,573 | $8,415+108.8% | $13,708+28.2% | $7,339+139.5% |