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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 | $97,550+55.2% | $120,344+25.8% | $87,485+73.0% |
| Participation rate | 88.2% | 72.8%+15.3pp | 76.7%+11.5pp | 68.9%+19.2pp |
| Annual return | 13.20% | 18.41%-5.2pp | 20.30%-7.1pp | 26.06%-12.9pp |
| Employer contribution / active EE | $5,779 | $2,291+152.3% | $3,020+91.4% | $2,596+122.6% |
| Participant deferral / active EE | $5,257 | $4,230+24.3% | $5,135+2.4% | $4,274+23.0% |
| Admin fee / account holder | $6,418 | $9,543-32.7% | $12,742-49.6% | $7,775-17.4% |