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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 | $81,276+73.8% | $155,574-9.2% | $80,925+74.5% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.1pp | 67.7%+27.7pp |
| Annual return | 14.79% | 33.36%-18.6pp | 64.87%-50.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $4,220 | $3,103+36.0% | $4,676-9.7% | $2,756+53.1% |
| Participant deferral / active EE | $3,299 | $3,453-4.5% | $5,629-41.4% | $4,299-23.3% |
| Admin fee / account holder | $12,141 | $7,993+51.9% | $15,914-23.7% | $6,940+74.9% |