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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 | $154,237 | $108,825+41.7% | $156,181-1.2% | $82,448+87.1% |
| Participation rate | 92.7% | 72.4%+20.4pp | 78.8%+13.9pp | 68.1%+24.7pp |
| Annual return | 15.49% | 20.59%-5.1pp | 64.87%-49.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,630 | $2,870+26.5% | $4,294-15.4% | $2,551+42.3% |
| Participant deferral / active EE | $9,951 | $4,577+117.4% | $6,132+62.3% | $4,139+140.4% |
| Admin fee / account holder | $6,788 | $9,341-27.3% | $14,586-53.5% | $7,234-6.2% |