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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 | $180,810 | $99,875+81.0% | $146,866+23.1% | $86,983+107.9% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.5%+27.4pp |
| Annual return | 17.78% | 28.10%-10.3pp | 102.85%-85.1pp | 25.83%-8.0pp |
| Employer contribution / active EE | $2,876 | $3,224-10.8% | $4,425-35.0% | $2,584+11.3% |
| Participant deferral / active EE | $6,962 | $6,322+10.1% | $7,759-10.3% | $4,194+66.0% |
| Admin fee / account holder | $5,450 | $7,838-30.5% | $13,620-60.0% | $7,856-30.6% |