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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 | $142,347 | $77,962+82.6% | $178,540-20.3% | $80,935+75.9% |
| Participation rate | 93.8% | 65.7%+28.1pp | 77.1%+16.6pp | 67.7%+26.1pp |
| Annual return | 18.40% | 18.10%+0.3pp | 27.15%-8.8pp | 35.66%-17.3pp |
| Employer contribution / active EE | $2,083 | $2,280-8.6% | $3,953-47.3% | $2,757-24.4% |
| Participant deferral / active EE | $6,703 | $4,404+52.2% | $6,281+6.7% | $4,299+55.9% |
| Admin fee / account holder | $3,928 | $7,156-45.1% | $10,424-62.3% | $6,924-43.3% |