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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 | $159,688 | $72,486+120.3% | $87,103+83.3% | $72,976+118.8% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 27.11% | 24.46%+2.7pp | 28.19%-1.1pp | 81.02%-53.9pp |
| Employer contribution / active EE | $2,195 | $1,894+15.9% | $2,521-13.0% | $2,440-10.1% |
| Participant deferral / active EE | $5,507 | $3,270+68.4% | $4,049+36.0% | $3,608+52.7% |
| Admin fee / account holder | $4,253 | $5,055-15.9% | $7,491-43.2% | $5,124-17.0% |