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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 | $154,008 | $93,617+64.5% | $135,982+13.3% | $75,177+104.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 19.57% | 30.89%-11.3pp | 68.32%-48.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $2,976 | $3,538-15.9% | $4,859-38.8% | $2,671+11.4% |
| Participant deferral / active EE | $6,964 | $6,406+8.7% | $7,760-10.3% | $4,126+68.8% |
| Admin fee / account holder | $7,918 | $6,980+13.4% | $10,767-26.5% | $5,651+40.1% |