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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 | $154,735 | $95,404+62.2% | $113,397+36.5% | $82,637+87.2% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.5%+15.3pp | 68.1%+23.8pp |
| Annual return | 15.12% | 19.08%-4.0pp | 23.20%-8.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $3,695 | $2,307+60.2% | $2,977+24.1% | $2,552+44.8% |
| Participant deferral / active EE | $7,353 | $4,220+74.3% | $5,076+44.9% | $4,126+78.2% |
| Admin fee / account holder | $2,990 | $9,168-67.4% | $11,957-75.0% | $7,339-59.3% |