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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 | $172,663 | $95,453+80.9% | $112,040+54.1% | $82,448+109.4% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.5%+18.4pp | 68.1%+26.8pp |
| Annual return | 15.38% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,303 | $2,318+42.5% | $2,954+11.8% | $2,551+29.5% |
| Participant deferral / active EE | $6,754 | $4,224+59.9% | $5,098+32.5% | $4,139+63.2% |
| Admin fee / account holder | $3,189 | $9,013-64.6% | $12,098-73.6% | $7,234-55.9% |