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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 | $142,338 | $93,598+52.1% | $135,974+4.7% | $75,173+89.3% |
| Participation rate | 85.4% | 75.2%+10.2pp | 81.9%+3.5pp | 67.2%+18.2pp |
| Annual return | 19.95% | 30.89%-10.9pp | 68.30%-48.4pp | 160.72%-140.8pp |
| Employer contribution / active EE | $3,002 | $3,538-15.2% | $4,859-38.2% | $2,671+12.4% |
| Participant deferral / active EE | $7,435 | $6,405+16.1% | $7,760-4.2% | $4,126+80.2% |
| Admin fee / account holder | $6,377 | $6,978-8.6% | $10,767-40.8% | $5,651+12.9% |