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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 | $144,485 | $124,425+16.1% | $112,040+29.0% | $137,256+5.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 16.04% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,315 | $3,411-32.1% | $2,954-21.6% | $4,156-44.3% |
| Participant deferral / active EE | $6,899 | $5,718+20.6% | $5,098+35.3% | $6,407+7.7% |
| Admin fee / account holder | $19,960 | $15,207+31.3% | $12,098+65.0% | $12,270+62.7% |