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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 | $153,134 | $76,371+100.5% | $93,621+63.6% | $72,976+109.8% |
| Participation rate | 98.1% | 71.8%+26.3pp | 75.8%+22.2pp | 69.5%+28.6pp |
| Annual return | 17.93% | 25.82%-7.9pp | 32.76%-14.8pp | 81.02%-63.1pp |
| Employer contribution / active EE | $1,942 | $2,276-14.7% | $2,719-28.6% | $2,440-20.4% |
| Participant deferral / active EE | $5,359 | $3,538+51.5% | $4,070+31.7% | $3,608+48.6% |
| Admin fee / account holder | $6,258 | $6,839-8.5% | $7,890-20.7% | $5,124+22.1% |