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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 | $147,792 | $86,938+70.0% | $102,423+44.3% | $80,925+82.6% |
| Participation rate | 97.1% | 72.4%+24.7pp | 76.5%+20.6pp | 67.7%+29.4pp |
| Annual return | 12.49% | 18.89%-6.4pp | 29.42%-16.9pp | 35.65%-23.2pp |
| Employer contribution / active EE | $4,729 | $2,369+99.6% | $3,023+56.4% | $2,756+71.6% |
| Participant deferral / active EE | $4,505 | $4,120+9.3% | $5,054-10.9% | $4,299+4.8% |
| Admin fee / account holder | $5,156 | $8,053-36.0% | $9,455-45.5% | $6,940-25.7% |