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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 | $155,660 | $86,919+79.1% | $102,457+51.9% | $80,911+92.4% |
| Participation rate | 89.4% | 72.4%+17.0pp | 76.5%+12.9pp | 67.6%+21.7pp |
| Annual return | 12.96% | 18.90%-5.9pp | 29.41%-16.5pp | 35.63%-22.7pp |
| Employer contribution / active EE | $4,824 | $2,368+103.7% | $3,022+59.6% | $2,756+75.1% |
| Participant deferral / active EE | $9,047 | $4,119+119.6% | $5,054+79.0% | $4,297+110.5% |
| Admin fee / account holder | $3,961 | $8,049-50.8% | $9,451-58.1% | $6,935-42.9% |