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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 | $144,663 | $106,524+35.8% | $152,301-5.0% | $87,485+65.4% |
| Participation rate | 93.1% | 75.8%+17.4pp | 82.4%+10.7pp | 68.9%+24.2pp |
| Annual return | 18.57% | 26.89%-8.3pp | 80.50%-61.9pp | 26.06%-7.5pp |
| Employer contribution / active EE | $4,261 | $3,371+26.4% | $4,624-7.9% | $2,596+64.1% |
| Participant deferral / active EE | $12,232 | $6,525+87.5% | $8,004+52.8% | $4,274+186.2% |
| Admin fee / account holder | $1,964 | $8,287-76.3% | $14,398-86.4% | $7,775-74.7% |