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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 | $148,486 | $58,512+153.8% | $84,020+76.7% | $72,983+103.5% |
| Participation rate | 92.3% | 61.2%+31.1pp | 69.0%+23.3pp | 69.5%+22.8pp |
| Annual return | 16.94% | 28.93%-12.0pp | 71.31%-54.4pp | 81.01%-64.1pp |
| Employer contribution / active EE | $2,983 | $1,163+156.5% | $1,984+50.4% | $2,440+22.3% |
| Participant deferral / active EE | $1,936 | $2,394-19.1% | $3,239-40.2% | $3,608-46.3% |
| Admin fee / account holder | $5,260 | $4,569+15.1% | $6,101-13.8% | $5,124+2.7% |