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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 | $148,015 | $112,729+31.3% | $98,716+49.9% | $137,256+7.8% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.3%+13.1pp | 80.0%+2.4pp |
| Annual return | 12.47% | 38.48%-26.0pp | 31.81%-19.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,335 | $2,725-14.3% | $2,279+2.5% | $4,156-43.8% |
| Participant deferral / active EE | $5,238 | $4,640+12.9% | $4,048+29.4% | $6,407-18.2% |
| Admin fee / account holder | $9,224 | $10,129-8.9% | $8,703+6.0% | $12,270-24.8% |