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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 | $154,068 | $126,661+21.6% | $113,397+35.9% | $138,895+10.9% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.5%+16.4pp | 79.9%+12.9pp |
| Annual return | 19.54% | 25.05%-5.5pp | 23.20%-3.7pp | 145.39%-125.9pp |
| Employer contribution / active EE | $2,137 | $3,456-38.2% | $2,977-28.2% | $4,194-49.1% |
| Participant deferral / active EE | $7,310 | $5,693+28.4% | $5,076+44.0% | $6,396+14.3% |
| Admin fee / account holder | $3,377 | $14,549-76.8% | $11,957-71.8% | $12,562-73.1% |