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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 | $153,660 | $94,031+63.4% | $115,768+32.7% | $82,448+86.4% |
| Participation rate | 92.2% | 70.4%+21.8pp | 74.4%+17.8pp | 68.1%+24.1pp |
| Annual return | 16.95% | 20.61%-3.7pp | 100.46%-83.5pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,187 | $2,323+80.2% | $2,940+42.4% | $2,551+64.2% |
| Participant deferral / active EE | $6,645 | $3,972+67.3% | $4,917+35.1% | $4,139+60.5% |
| Admin fee / account holder | $3,378 | $10,249-67.0% | $12,439-72.8% | $7,234-53.3% |