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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 | $149,560 | $110,303+35.6% | $95,759+56.2% | $139,487+7.2% |
| Participation rate | 81.8% | 75.7%+6.1pp | 72.3%+9.6pp | 80.3%+1.5pp |
| Annual return | 16.92% | 27.19%-10.3pp | 28.42%-11.5pp | 373.84%-356.9pp |
| Employer contribution / active EE | $4,010 | $3,261+23.0% | $2,836+41.4% | $4,755-15.7% |
| Participant deferral / active EE | $7,259 | $4,674+55.3% | $4,244+71.1% | $6,713+8.1% |
| Admin fee / account holder | $6,232 | $6,615-5.8% | $5,678+9.8% | $11,407-45.4% |