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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 | $154,466 | $95,453+61.8% | $112,040+37.9% | $82,448+87.4% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.5%+10.2pp | 68.1%+18.6pp |
| Annual return | 17.20% | 23.92%-6.7pp | 24.52%-7.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $4,209 | $2,318+81.6% | $2,954+42.5% | $2,551+65.0% |
| Participant deferral / active EE | $5,653 | $4,224+33.8% | $5,098+10.9% | $4,139+36.6% |
| Admin fee / account holder | $6,478 | $9,013-28.1% | $12,098-46.5% | $7,234-10.5% |