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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 | $154,102 | $114,119+35.0% | $107,187+43.8% | $138,895+10.9% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 79.9%-9.9pp |
| Annual return | 15.65% | 273.21%-257.6pp | 204.55%-188.9pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,548 | $4,059-37.2% | $3,782-32.6% | $4,194-39.3% |
| Participant deferral / active EE | $5,963 | $5,538+7.7% | $5,096+17.0% | $6,396-6.8% |
| Admin fee / account holder | $1,572 | $10,024-84.3% | $9,162-82.8% | $12,562-87.5% |