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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 | $147,808 | $95,453+54.8% | $112,040+31.9% | $82,448+79.3% |
| Participation rate | 95.3% | 72.8%+22.6pp | 76.5%+18.8pp | 68.1%+27.2pp |
| Annual return | 18.23% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,247 | $2,318-3.1% | $2,954-23.9% | $2,551-11.9% |
| Participant deferral / active EE | $4,672 | $4,224+10.6% | $5,098-8.4% | $4,139+12.9% |
| Admin fee / account holder | $5,294 | $9,013-41.3% | $12,098-56.2% | $7,234-26.8% |