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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 | $124,980+18.4% | $108,359+36.6% | $154,746-4.3% |
| Participation rate | 82.4% | 75.2%+7.2pp | 70.1%+12.2pp | 80.7%+1.7pp |
| Annual return | 12.47% | 45.00%-32.5pp | 36.89%-24.4pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,335 | $2,851-18.1% | $2,399-2.7% | $4,379-46.7% |
| Participant deferral / active EE | $5,238 | $4,743+10.4% | $4,137+26.6% | $6,730-22.2% |
| Admin fee / account holder | $9,224 | $11,502-19.8% | $9,741-5.3% | $14,365-35.8% |