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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 | $146,873 | $86,949+68.9% | $102,460+43.3% | $80,959+81.4% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.7%+25.0pp |
| Annual return | 19.83% | 18.89%+0.9pp | 29.47%-9.6pp | 35.67%-15.8pp |
| Employer contribution / active EE | $3,287 | $2,370+38.7% | $3,025+8.7% | $2,757+19.2% |
| Participant deferral / active EE | $7,129 | $4,121+73.0% | $5,056+41.0% | $4,300+65.8% |
| Admin fee / account holder | $4,498 | $8,048-44.1% | $9,460-52.5% | $6,925-35.1% |