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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 | $81,331+81.6% | $155,534-5.0% | $80,935+82.5% |
| Participation rate | 96.6% | 66.3%+30.3pp | 78.2%+18.3pp | 67.7%+28.9pp |
| Annual return | 13.87% | 33.37%-19.5pp | 64.92%-51.0pp | 35.66%-21.8pp |
| Employer contribution / active EE | $2,225 | $3,105-28.3% | $4,675-52.4% | $2,757-19.3% |
| Participant deferral / active EE | $5,215 | $3,454+51.0% | $5,630-7.4% | $4,299+21.3% |
| Admin fee / account holder | $8,254 | $7,999+3.2% | $15,900-48.1% | $6,924+19.2% |