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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 | $151,993 | $101,795+49.3% | $165,100-7.9% | $80,959+87.7% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.7%+20.3pp |
| Annual return | 16.44% | 16.73%-0.3pp | 70.21%-53.8pp | 35.67%-19.2pp |
| Employer contribution / active EE | $4,107 | $2,954+39.0% | $4,348-5.5% | $2,757+49.0% |
| Participant deferral / active EE | $5,997 | $4,476+34.0% | $6,035-0.6% | $4,300+39.5% |
| Admin fee / account holder | $6,715 | $8,221-18.3% | $12,696-47.1% | $6,925-3.0% |