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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 | $149,085 | $72,486+105.7% | $87,103+71.2% | $72,976+104.3% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 25.12% | 24.46%+0.7pp | 28.19%-3.1pp | 81.02%-55.9pp |
| Employer contribution / active EE | $5,718 | $1,894+201.9% | $2,521+126.8% | $2,440+134.4% |
| Participant deferral / active EE | $1,983 | $3,270-39.3% | $4,049-51.0% | $3,608-45.0% |
| Admin fee / account holder | $6,561 | $5,055+29.8% | $7,491-12.4% | $5,124+28.0% |