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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 | $151,969 | $97,550+55.8% | $120,344+26.3% | $87,485+73.7% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.7%-5.3pp | 68.9%+2.5pp |
| Annual return | 25.14% | 18.41%+6.7pp | 20.30%+4.8pp | 26.06%-0.9pp |
| Employer contribution / active EE | $1,287 | $2,291-43.8% | $3,020-57.4% | $2,596-50.4% |
| Participant deferral / active EE | $4,615 | $4,230+9.1% | $5,135-10.1% | $4,274+8.0% |
| Admin fee / account holder | $14,206 | $9,543+48.9% | $12,742+11.5% | $7,775+82.7% |