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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 | $86,940+79.0% | $102,434+52.0% | $80,935+92.3% |
| Participation rate | 89.4% | 72.4%+17.0pp | 76.5%+12.9pp | 67.7%+21.7pp |
| Annual return | 12.96% | 18.89%-5.9pp | 29.46%-16.5pp | 35.66%-22.7pp |
| Employer contribution / active EE | $4,824 | $2,370+103.6% | $3,023+59.6% | $2,757+75.0% |
| Participant deferral / active EE | $9,047 | $4,121+119.5% | $5,055+79.0% | $4,299+110.4% |
| Admin fee / account holder | $3,961 | $8,047-50.8% | $9,462-58.1% | $6,924-42.8% |