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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 | $141,249 | $81,358+73.6% | $155,556-9.2% | $80,959+74.5% |
| Participation rate | 95.3% | 66.3%+29.0pp | 78.2%+17.1pp | 67.7%+27.6pp |
| Annual return | 14.79% | 33.39%-18.6pp | 64.84%-50.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $4,220 | $3,106+35.9% | $4,675-9.7% | $2,757+53.1% |
| Participant deferral / active EE | $3,299 | $3,455-4.5% | $5,631-41.4% | $4,300-23.3% |
| Admin fee / account holder | $12,141 | $7,994+51.9% | $15,885-23.6% | $6,925+75.3% |