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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 | $154,447 | $104,098+48.4% | $140,514+9.9% | $94,015+64.3% |
| Participation rate | 89.3% | 73.7%+15.6pp | 77.8%+11.5pp | 70.8%+18.5pp |
| Annual return | 10.72% | 15.14%-4.4pp | 14.36%-3.6pp | 17.84%-7.1pp |
| Employer contribution / active EE | $1,271 | $2,388-46.8% | $3,378-62.4% | $2,790-54.4% |
| Participant deferral / active EE | $2,986 | $4,033-26.0% | $4,919-39.3% | $4,249-29.7% |
| Admin fee / account holder | $5,633 | $10,439-46.0% | $13,697-58.9% | $8,951-37.1% |