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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 | $101,950+52.2% | $125,529+23.6% | $86,983+78.4% |
| Participation rate | 92.6% | 70.2%+22.4pp | 74.7%+17.9pp | 69.5%+23.1pp |
| Annual return | 15.37% | 18.29%-2.9pp | 202.56%-187.2pp | 25.83%-10.5pp |
| Employer contribution / active EE | $2,983 | $2,358+26.5% | $3,058-2.5% | $2,584+15.4% |
| Participant deferral / active EE | $4,183 | $3,862+8.3% | $4,813-13.1% | $4,194-0.3% |
| Admin fee / account holder | $10,671 | $12,791-16.6% | $16,298-34.5% | $7,856+35.8% |