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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 | $148,055 | $126,661+16.9% | $113,397+30.6% | $138,895+6.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 14.23% | 25.05%-10.8pp | 23.20%-9.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $3,053 | $3,456-11.7% | $2,977+2.6% | $4,194-27.2% |
| Participant deferral / active EE | $2,879 | $5,693-49.4% | $5,076-43.3% | $6,396-55.0% |
| Admin fee / account holder | $10,006 | $14,549-31.2% | $11,957-16.3% | $12,562-20.3% |