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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 | $154,290 | $72,492+112.8% | $87,102+77.1% | $72,983+111.4% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.9%+16.9pp | 69.5%+24.3pp |
| Annual return | 22.61% | 24.46%-1.8pp | 28.19%-5.6pp | 81.01%-58.4pp |
| Employer contribution / active EE | $5,537 | $1,894+192.3% | $2,521+119.6% | $2,440+126.9% |
| Participant deferral / active EE | $3,669 | $3,270+12.2% | $4,048-9.4% | $3,608+1.7% |
| Admin fee / account holder | $5,915 | $5,055+17.0% | $7,491-21.0% | $5,124+15.4% |