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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 | $147,736 | $81,262+81.8% | $155,602-5.1% | $80,911+82.6% |
| Participation rate | 96.6% | 66.2%+30.3pp | 78.2%+18.3pp | 67.6%+28.9pp |
| Annual return | 13.87% | 33.34%-19.5pp | 64.81%-50.9pp | 35.63%-21.8pp |
| Employer contribution / active EE | $2,225 | $3,102-28.3% | $4,675-52.4% | $2,756-19.3% |
| Participant deferral / active EE | $5,215 | $3,451+51.1% | $5,629-7.4% | $4,297+21.4% |
| Admin fee / account holder | $8,254 | $7,992+3.3% | $15,923-48.2% | $6,935+19.0% |