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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 | $165,548 | $86,919+90.5% | $102,457+61.6% | $80,911+104.6% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.6%+23.0pp |
| Annual return | 15.10% | 18.90%-3.8pp | 29.41%-14.3pp | 35.63%-20.5pp |
| Employer contribution / active EE | $3,708 | $2,368+56.6% | $3,022+22.7% | $2,756+34.5% |
| Participant deferral / active EE | $11,057 | $4,119+168.4% | $5,054+118.8% | $4,297+157.3% |
| Admin fee / account holder | $2,581 | $8,049-67.9% | $9,451-72.7% | $6,935-62.8% |