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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 | $150,815 | $86,940+73.5% | $102,434+47.2% | $80,935+86.3% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.7%+17.5pp |
| Annual return | 23.97% | 18.89%+5.1pp | 29.46%-5.5pp | 35.66%-11.7pp |
| Employer contribution / active EE | $2,579 | $2,370+8.8% | $3,023-14.7% | $2,757-6.5% |
| Participant deferral / active EE | $4,324 | $4,121+4.9% | $5,055-14.5% | $4,299+0.6% |
| Admin fee / account holder | $3,381 | $8,047-58.0% | $9,462-64.3% | $6,924-51.2% |