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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 | $140,654 | $80,985+73.7% | $96,576+45.6% | $75,181+87.1% |
| Participation rate | 91.9% | 71.8%+20.1pp | 76.0%+15.9pp | 67.2%+24.7pp |
| Annual return | 14.37% | 27.05%-12.7pp | 25.87%-11.5pp | 160.69%-146.3pp |
| Employer contribution / active EE | $4,050 | $2,282+77.5% | $2,965+36.6% | $2,671+51.7% |
| Participant deferral / active EE | $6,359 | $3,929+61.9% | $4,851+31.1% | $4,126+54.1% |
| Admin fee / account holder | $3,293 | $6,719-51.0% | $8,253-60.1% | $5,650-41.7% |