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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 | $147,150 | $115,931+26.9% | $185,441-20.6% | $86,983+69.2% |
| Participation rate | 93.1% | 73.6%+19.5pp | 80.3%+12.8pp | 69.5%+23.6pp |
| Annual return | 12.67% | 21.47%-8.8pp | 20.16%-7.5pp | 25.83%-13.2pp |
| Employer contribution / active EE | $4,053 | $2,937+38.0% | $4,672-13.3% | $2,584+56.8% |
| Participant deferral / active EE | $6,638 | $4,551+45.9% | $6,152+7.9% | $4,194+58.3% |
| Admin fee / account holder | $39,781 | $10,687+272.3% | $17,890+122.4% | $7,856+406.4% |