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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 | $143,237 | $80,855+77.2% | $153,416-6.6% | $86,983+64.7% |
| Participation rate | 83.7% | 64.1%+19.6pp | 74.3%+9.4pp | 69.5%+14.2pp |
| Annual return | 14.59% | 16.18%-1.6pp | 17.84%-3.2pp | 25.83%-11.2pp |
| Employer contribution / active EE | $2,654 | $2,308+15.0% | $3,764-29.5% | $2,584+2.7% |
| Participant deferral / active EE | $4,578 | $3,333+37.4% | $4,723-3.1% | $4,194+9.2% |
| Admin fee / account holder | $21,666 | $6,908+213.6% | $13,095+65.5% | $7,856+175.8% |