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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 | $160,536 | $81,403+97.2% | $147,027+9.2% | $87,485+83.5% |
| Participation rate | 96.6% | 63.4%+33.1pp | 73.7%+22.8pp | 68.9%+27.6pp |
| Annual return | 18.72% | 16.51%+2.2pp | 20.23%-1.5pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,525 | $2,205-30.8% | $3,626-57.9% | $2,596-41.2% |
| Participant deferral / active EE | $2,389 | $3,315-27.9% | $4,933-51.6% | $4,274-44.1% |
| Admin fee / account holder | $858 | $6,755-87.3% | $12,223-93.0% | $7,775-89.0% |