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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 | $151,277 | $95,404+58.6% | $113,397+33.4% | $82,637+83.1% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.5%+11.5pp | 68.1%+19.9pp |
| Annual return | 16.75% | 19.08%-2.3pp | 23.20%-6.4pp | 53.51%-36.8pp |
| Employer contribution / active EE | $2,316 | $2,307+0.4% | $2,977-22.2% | $2,552-9.2% |
| Participant deferral / active EE | $5,564 | $4,220+31.9% | $5,076+9.6% | $4,126+34.9% |
| Admin fee / account holder | $5,657 | $9,168-38.3% | $11,957-52.7% | $7,339-22.9% |