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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 | $144,496 | $81,358+77.6% | $155,556-7.1% | $80,959+78.5% |
| Participation rate | 97.0% | 66.3%+30.7pp | 78.2%+18.7pp | 67.7%+29.3pp |
| Annual return | 13.29% | 33.39%-20.1pp | 64.84%-51.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,945 | $3,106+27.0% | $4,675-15.6% | $2,757+43.1% |
| Participant deferral / active EE | $7,187 | $3,455+108.0% | $5,631+27.6% | $4,300+67.1% |
| Admin fee / account holder | $6,297 | $7,994-21.2% | $15,885-60.4% | $6,925-9.1% |