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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 | $151,008 | $81,331+85.7% | $155,534-2.9% | $80,935+86.6% |
| Participation rate | 86.1% | 66.3%+19.9pp | 78.2%+7.9pp | 67.7%+18.4pp |
| Annual return | 16.53% | 33.37%-16.8pp | 64.92%-48.4pp | 35.66%-19.1pp |
| Employer contribution / active EE | $5,062 | $3,105+63.1% | $4,675+8.3% | $2,757+83.6% |
| Participant deferral / active EE | $5,568 | $3,454+61.2% | $5,630-1.1% | $4,299+29.5% |
| Admin fee / account holder | $5,476 | $7,999-31.5% | $15,900-65.6% | $6,924-20.9% |