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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 | $155,784 | $80,992+92.3% | $96,534+61.4% | $75,173+107.2% |
| Participation rate | 96.0% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 13.24% | 27.05%-13.8pp | 25.88%-12.6pp | 160.72%-147.5pp |
| Employer contribution / active EE | $2,316 | $2,283+1.4% | $2,965-21.9% | $2,671-13.3% |
| Participant deferral / active EE | $2,607 | $3,929-33.7% | $4,851-46.3% | $4,126-36.8% |
| Admin fee / account holder | $5,124 | $6,717-23.7% | $8,253-37.9% | $5,651-9.3% |