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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 | $153,941 | $78,520+96.1% | $96,576+59.4% | $82,448+86.7% |
| Participation rate | 96.3% | 77.7%+18.6pp | 81.4%+14.9pp | 68.1%+28.2pp |
| Annual return | 16.74% | 41.30%-24.6pp | 38.47%-21.7pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,417 | $2,630-8.1% | $3,553-32.0% | $2,551-5.3% |
| Participant deferral / active EE | $7,376 | $6,754+9.2% | $7,956-7.3% | $4,139+78.2% |
| Admin fee / account holder | $4,980 | $13,455-63.0% | $11,381-56.2% | $7,234-31.2% |