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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 | $158,649 | $114,013+39.2% | $103,693+53.0% | $155,188+2.2% |
| Participation rate | 82.6% | 75.2%+7.4pp | 72.6%+10.0pp | 80.8%+1.8pp |
| Annual return | 17.88% | 49.31%-31.4pp | 47.61%-29.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $7,189 | $3,131+129.6% | $2,920+146.2% | $4,248+69.2% |
| Participant deferral / active EE | $8,549 | $4,970+72.0% | $4,579+86.7% | $6,531+30.9% |
| Admin fee / account holder | $6,925 | $8,407-17.6% | $7,858-11.9% | $14,480-52.2% |