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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 | $146,243 | $73,988+97.7% | $96,538+51.5% | $75,177+94.5% |
| Participation rate | 96.7% | 66.4%+30.2pp | 74.3%+22.3pp | 67.2%+29.5pp |
| Annual return | 19.26% | 26.73%-7.5pp | 35.74%-16.5pp | 160.75%-141.5pp |
| Employer contribution / active EE | $3,061 | $2,930+4.5% | $3,740-18.2% | $2,671+14.6% |
| Participant deferral / active EE | $8,311 | $3,660+127.0% | $4,880+70.3% | $4,126+101.4% |
| Admin fee / account holder | $2,028 | $5,220-61.2% | $6,737-69.9% | $5,651-64.1% |