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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 | $156,947 | $96,558+62.5% | $80,977+93.8% | $273,972-42.7% |
| Participation rate | 88.2% | 79.1%+9.2pp | 75.8%+12.4pp | 83.0%+5.2pp |
| Annual return | 7.40% | 15.14%-7.7pp | 17.11%-9.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,348 | $4,869-31.2% | $3,715-9.9% | $4,869-31.2% |
| Participant deferral / active EE | $9,284 | $6,598+40.7% | $5,696+63.0% | $5,287+75.6% |
| Admin fee / account holder | $695 | $7,493-90.7% | $5,517-87.4% | $10,133-93.1% |