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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 | $151,391 | $95,453+58.6% | $112,040+35.1% | $82,448+83.6% |
| Participation rate | 88.2% | 72.8%+15.4pp | 76.5%+11.7pp | 68.1%+20.1pp |
| Annual return | 13.20% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $5,779 | $2,318+149.3% | $2,954+95.6% | $2,551+126.6% |
| Participant deferral / active EE | $5,257 | $4,224+24.5% | $5,098+3.1% | $4,139+27.0% |
| Admin fee / account holder | $6,418 | $9,013-28.8% | $12,098-46.9% | $7,234-11.3% |