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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 | $149,928 | $105,623+41.9% | $87,502+71.3% | $273,972-45.3% |
| Participation rate | 88.9% | 78.2%+10.7pp | 73.8%+15.1pp | 83.0%+5.9pp |
| Annual return | 7.88% | 12.26%-4.4pp | 12.21%-4.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $16,029 | $3,141+410.4% | $2,550+528.7% | $4,869+229.2% |
| Participant deferral / active EE | $12,253 | $3,601+240.3% | $3,149+289.1% | $5,287+131.7% |
| Admin fee / account holder | $2,591 | $4,781-45.8% | $4,221-38.6% | $10,133-74.4% |