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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 | $147,457 | $117,895+25.1% | $102,460+43.9% | $145,897+1.1% |
| Participation rate | 84.2% | 78.6%+5.6pp | 76.5%+7.7pp | 80.3%+3.9pp |
| Annual return | 11.71% | 31.92%-20.2pp | 29.47%-17.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,183 | $3,619-39.7% | $3,025-27.8% | $4,663-53.2% |
| Participant deferral / active EE | $6,690 | $5,736+16.6% | $5,056+32.3% | $6,6890% |
| Admin fee / account holder | $4,266 | $13,353-68.0% | $9,460-54.9% | $13,390-68.1% |