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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 | $155,153 | $97,648+58.9% | $121,663+27.5% | $87,485+77.3% |
| Participation rate | 92.6% | 70.5%+22.1pp | 74.5%+18.1pp | 68.9%+23.7pp |
| Annual return | 15.37% | 18.03%-2.7pp | 147.54%-132.2pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,983 | $2,300+29.7% | $3,020-1.2% | $2,596+14.9% |
| Participant deferral / active EE | $4,183 | $3,923+6.6% | $4,887-14.4% | $4,274-2.1% |
| Admin fee / account holder | $10,671 | $11,100-3.9% | $14,289-25.3% | $7,775+37.3% |