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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 | $177,661 | $127,296+39.6% | $109,907+61.6% | $167,536+6.0% |
| Participation rate | 95.2% | 77.9%+17.4pp | 74.2%+21.0pp | 82.1%+13.1pp |
| Annual return | 26.73% | 22.97%+3.8pp | 29.46%-2.7pp | 478.82%-452.1pp |
| Employer contribution / active EE | $2,899 | $3,325-12.8% | $2,844+1.9% | $4,839-40.1% |
| Participant deferral / active EE | $4,263 | $4,513-5.5% | $4,047+5.4% | $6,342-32.8% |
| Admin fee / account holder | $5,201 | $7,119-26.9% | $6,069-14.3% | $12,315-57.8% |