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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 | $157,231 | $95,453+64.7% | $112,040+40.3% | $82,448+90.7% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 14.43% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $7,098 | $2,318+206.2% | $2,954+140.3% | $2,551+178.2% |
| Participant deferral / active EE | $4,717 | $4,224+11.7% | $5,098-7.5% | $4,139+14.0% |
| Admin fee / account holder | $2,062 | $9,013-77.1% | $12,098-83.0% | $7,234-71.5% |