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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 | $143,063 | $101,798+40.5% | $165,071-13.3% | $80,935+76.8% |
| Participation rate | 83.3% | 71.8%+11.5pp | 78.6%+4.7pp | 67.7%+15.7pp |
| Annual return | 16.94% | 16.73%+0.2pp | 70.17%-53.2pp | 35.66%-18.7pp |
| Employer contribution / active EE | $3,083 | $2,954+4.3% | $4,347-29.1% | $2,757+11.8% |
| Participant deferral / active EE | $8,464 | $4,476+89.1% | $6,035+40.3% | $4,299+96.9% |
| Admin fee / account holder | $3,935 | $8,221-52.1% | $12,695-69.0% | $6,924-43.2% |