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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 | $149,156 | $109,359+36.4% | $162,185-8.0% | $72,976+104.4% |
| Participation rate | 93.5% | 84.3%+9.3pp | 87.6%+6.0pp | 69.5%+24.1pp |
| Annual return | 20.21% | 25.46%-5.3pp | 115.61%-95.4pp | 81.02%-60.8pp |
| Employer contribution / active EE | $3,820 | $3,907-2.2% | $5,613-31.9% | $2,440+56.6% |
| Participant deferral / active EE | $7,483 | $5,481+36.5% | $7,297+2.5% | $3,608+107.4% |
| Admin fee / account holder | $8,436 | $7,972+5.8% | $10,844-22.2% | $5,124+64.6% |