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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 | $148,250 | $110,137+34.6% | $161,149-8.0% | $82,637+79.4% |
| Participation rate | 75.0% | 72.4%+2.6pp | 78.8%-3.8pp | 68.1%+6.9pp |
| Annual return | 16.00% | 20.69%-4.7pp | 21.16%-5.2pp | 53.51%-37.5pp |
| Employer contribution / active EE | $4,049 | $2,856+41.8% | $4,360-7.1% | $2,552+58.6% |
| Participant deferral / active EE | $4,224 | $4,575-7.7% | $6,153-31.4% | $4,126+2.4% |
| Admin fee / account holder | $10,055 | $9,467+6.2% | $15,194-33.8% | $7,339+37.0% |