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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 | $86,938+68.9% | $102,423+43.4% | $80,925+81.5% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.7%+25.0pp |
| Annual return | 19.83% | 18.89%+0.9pp | 29.42%-9.6pp | 35.65%-15.8pp |
| Employer contribution / active EE | $3,287 | $2,369+38.8% | $3,023+8.7% | $2,756+19.3% |
| Participant deferral / active EE | $7,129 | $4,120+73.0% | $5,054+41.0% | $4,299+65.8% |
| Admin fee / account holder | $4,498 | $8,053-44.1% | $9,455-52.4% | $6,940-35.2% |