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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 | $153,474 | $125,797+22.0% | $170,057-9.8% | $75,177+104.1% |
| Participation rate | 94.0% | 83.6%+10.4pp | 87.0%+7.0pp | 67.2%+26.8pp |
| Annual return | 19.12% | 27.20%-8.1pp | 53.42%-34.3pp | 160.75%-141.6pp |
| Employer contribution / active EE | $1,833 | $4,616-60.3% | $6,790-73.0% | $2,671-31.4% |
| Participant deferral / active EE | $6,798 | $6,838-0.6% | $10,411-34.7% | $4,126+64.7% |
| Admin fee / account holder | $3,647 | $8,177-55.4% | $12,826-71.6% | $5,651-35.5% |