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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 | $95,453+62.1% | $112,040+38.1% | $82,448+87.7% |
| Participation rate | 91.8% | 72.8%+19.1pp | 76.5%+15.3pp | 68.1%+23.8pp |
| Annual return | 15.12% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,695 | $2,318+59.4% | $2,954+25.1% | $2,551+44.8% |
| Participant deferral / active EE | $7,353 | $4,224+74.1% | $5,098+44.3% | $4,139+77.6% |
| Admin fee / account holder | $2,990 | $9,013-66.8% | $12,098-75.3% | $7,234-58.7% |