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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 | $146,343 | $76,407+91.5% | $150,298-2.6% | $82,448+77.5% |
| Participation rate | 73.1% | 66.4%+6.7pp | 77.8%-4.7pp | 68.1%+5.0pp |
| Annual return | 20.46% | 39.99%-19.5pp | 62.79%-42.3pp | 41.64%-21.2pp |
| Employer contribution / active EE | $7,299 | $2,614+179.2% | $4,154+75.7% | $2,551+186.1% |
| Participant deferral / active EE | $5,980 | $3,214+86.0% | $5,453+9.7% | $4,139+44.5% |
| Admin fee / account holder | $2,491 | $6,352-60.8% | $14,116-82.4% | $7,234-65.6% |