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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 | $152,952 | $72,273+111.6% | $101,275+51.0% | $79,856+91.5% |
| Participation rate | 94.7% | 68.5%+26.3pp | 75.8%+18.9pp | 69.6%+25.1pp |
| Annual return | 26.35% | 22.30%+4.1pp | 46.48%-20.1pp | 31.71%-5.4pp |
| Employer contribution / active EE | $2,709 | $2,691+0.7% | $3,660-26.0% | $2,471+9.6% |
| Participant deferral / active EE | $3,240 | $3,282-1.3% | $4,371-25.9% | $3,741-13.4% |
| Admin fee / account holder | $870 | $4,401-80.2% | $5,948-85.4% | $5,306-83.6% |