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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 | $144,383 | $80,992+78.3% | $96,534+49.6% | $75,173+92.1% |
| Participation rate | 96.9% | 71.8%+25.2pp | 76.0%+21.0pp | 67.2%+29.7pp |
| Annual return | 15.62% | 27.05%-11.4pp | 25.88%-10.3pp | 160.72%-145.1pp |
| Employer contribution / active EE | $2,868 | $2,283+25.6% | $2,965-3.3% | $2,671+7.4% |
| Participant deferral / active EE | $4,757 | $3,929+21.1% | $4,851-1.9% | $4,126+15.3% |
| Admin fee / account holder | $4,670 | $6,717-30.5% | $8,253-43.4% | $5,651-17.4% |