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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 | $114,712+34.5% | $173,730-11.2% | $87,485+76.3% |
| Participation rate | 92.7% | 73.0%+19.7pp | 79.6%+13.2pp | 68.9%+23.8pp |
| Annual return | 15.49% | 20.18%-4.7pp | 19.96%-4.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $3,630 | $2,904+25.0% | $4,577-20.7% | $2,596+39.8% |
| Participant deferral / active EE | $9,951 | $4,642+114.4% | $6,326+57.3% | $4,274+132.8% |
| Admin fee / account holder | $6,788 | $10,210-33.5% | $17,523-61.3% | $7,775-12.7% |