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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 | $154,789 | $110,307+40.3% | $96,576+60.3% | $139,456+11.0% |
| Participation rate | 86.4% | 78.1%+8.2pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 12.57% | 26.40%-13.8pp | 25.87%-13.3pp | 373.45%-360.9pp |
| Employer contribution / active EE | $879 | $3,619-75.7% | $2,965-70.4% | $4,753-81.5% |
| Participant deferral / active EE | $5,258 | $5,547-5.2% | $4,851+8.4% | $6,711-21.7% |
| Admin fee / account holder | $16,327 | $11,597+40.8% | $8,253+97.8% | $11,407+43.1% |