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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 | $147,157 | $80,983+81.7% | $96,544+52.4% | $75,177+95.7% |
| Participation rate | 82.4% | 71.8%+10.6pp | 76.0%+6.4pp | 67.2%+15.1pp |
| Annual return | 31.42% | 27.05%+4.4pp | 25.88%+5.5pp | 160.75%-129.3pp |
| Employer contribution / active EE | $3,504 | $2,282+53.5% | $2,966+18.1% | $2,671+31.2% |
| Participant deferral / active EE | $5,478 | $3,929+39.4% | $4,851+12.9% | $4,126+32.8% |
| Admin fee / account holder | $1,741 | $6,717-74.1% | $8,254-78.9% | $5,651-69.2% |