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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 | $143,806 | $81,504+76.4% | $102,437+40.4% | $80,959+77.6% |
| Participation rate | 86.7% | 66.9%+19.8pp | 74.5%+12.2pp | 67.7%+19.0pp |
| Annual return | 17.04% | 25.60%-8.6pp | 24.95%-7.9pp | 35.67%-18.6pp |
| Employer contribution / active EE | $3,785 | $3,104+21.9% | $3,871-2.2% | $2,757+37.3% |
| Participant deferral / active EE | $4,637 | $3,871+19.8% | $5,060-8.4% | $4,300+7.8% |
| Admin fee / account holder | $10,751 | $6,719+60.0% | $8,388+28.2% | $6,925+55.2% |