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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 | $143,891 | $81,476+76.6% | $102,383+40.5% | $80,925+77.8% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.7%+21.2pp |
| Annual return | 18.13% | 25.59%-7.5pp | 24.94%-6.8pp | 35.65%-17.5pp |
| Employer contribution / active EE | $2,849 | $3,105-8.2% | $3,870-26.4% | $2,756+3.4% |
| Participant deferral / active EE | $4,593 | $3,871+18.7% | $5,060-9.2% | $4,299+6.9% |
| Admin fee / account holder | $4,271 | $6,717-36.4% | $8,391-49.1% | $6,940-38.5% |