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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 | $149,458 | $80,985+84.6% | $96,576+54.8% | $75,181+98.8% |
| Participation rate | 85.2% | 71.8%+13.4pp | 76.0%+9.2pp | 67.2%+18.0pp |
| Annual return | 17.31% | 27.05%-9.7pp | 25.87%-8.6pp | 160.69%-143.4pp |
| Employer contribution / active EE | $2,733 | $2,282+19.7% | $2,965-7.8% | $2,671+2.3% |
| Participant deferral / active EE | $5,777 | $3,929+47.0% | $4,851+19.1% | $4,126+40.0% |
| Admin fee / account holder | $3,040 | $6,719-54.7% | $8,253-63.2% | $5,650-46.2% |