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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 | $115,931+33.0% | $185,441-16.8% | $86,983+77.3% |
| Participation rate | 92.7% | 73.6%+19.1pp | 80.3%+12.5pp | 69.5%+23.2pp |
| Annual return | 15.49% | 21.47%-6.0pp | 20.16%-4.7pp | 25.83%-10.3pp |
| Employer contribution / active EE | $3,630 | $2,937+23.6% | $4,672-22.3% | $2,584+40.5% |
| Participant deferral / active EE | $9,951 | $4,551+118.7% | $6,152+61.8% | $4,194+137.3% |
| Admin fee / account holder | $6,788 | $10,687-36.5% | $17,890-62.1% | $7,856-13.6% |