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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 | $153,760 | $80,992+89.8% | $96,534+59.3% | $75,173+104.5% |
| Participation rate | 98.3% | 71.8%+26.5pp | 76.0%+22.3pp | 67.2%+31.1pp |
| Annual return | 21.50% | 27.05%-5.6pp | 25.88%-4.4pp | 160.72%-139.2pp |
| Employer contribution / active EE | $3,238 | $2,283+41.8% | $2,965+9.2% | $2,671+21.2% |
| Participant deferral / active EE | $9,134 | $3,929+132.5% | $4,851+88.3% | $4,126+121.4% |
| Admin fee / account holder | $3,032 | $6,717-54.9% | $8,253-63.3% | $5,651-46.3% |