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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 | $152,057 | $81,358+86.9% | $155,556-2.2% | $80,959+87.8% |
| Participation rate | 98.2% | 66.3%+32.0pp | 78.2%+20.0pp | 67.7%+30.6pp |
| Annual return | 18.09% | 33.39%-15.3pp | 64.84%-46.7pp | 35.67%-17.6pp |
| Employer contribution / active EE | $3,715 | $3,106+19.6% | $4,675-20.5% | $2,757+34.7% |
| Participant deferral / active EE | $3,942 | $3,455+14.1% | $5,631-30.0% | $4,300-8.3% |
| Admin fee / account holder | $6,406 | $7,994-19.9% | $15,885-59.7% | $6,925-7.5% |