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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 | $151,495 | $106,524+42.2% | $152,301-0.5% | $87,485+73.2% |
| Participation rate | 85.2% | 75.8%+9.5pp | 82.4%+2.8pp | 68.9%+16.3pp |
| Annual return | 17.08% | 26.89%-9.8pp | 80.50%-63.4pp | 26.06%-9.0pp |
| Employer contribution / active EE | $3,320 | $3,371-1.5% | $4,624-28.2% | $2,596+27.9% |
| Participant deferral / active EE | $6,797 | $6,525+4.2% | $8,004-15.1% | $4,274+59.0% |
| Admin fee / account holder | $5,706 | $8,287-31.1% | $14,398-60.4% | $7,775-26.6% |