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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 | $148,693 | $73,988+101.0% | $96,538+54.0% | $75,177+97.8% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | 17.90% | 26.73%-8.8pp | 35.74%-17.8pp | 160.75%-142.8pp |
| Employer contribution / active EE | $5,894 | $2,930+101.1% | $3,740+57.6% | $2,671+120.7% |
| Participant deferral / active EE | $5,560 | $3,660+51.9% | $4,880+13.9% | $4,126+34.8% |
| Admin fee / account holder | $5,010 | $5,220-4.0% | $6,737-25.6% | $5,651-11.4% |