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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 | $153,569 | $94,031+63.3% | $115,768+32.7% | $82,448+86.3% |
| Participation rate | 75.7% | 70.4%+5.3pp | 74.4%+1.3pp | 68.1%+7.6pp |
| Annual return | 18.23% | 20.61%-2.4pp | 100.46%-82.2pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,979 | $2,323+28.2% | $2,940+1.3% | $2,551+16.8% |
| Participant deferral / active EE | $7,809 | $3,972+96.6% | $4,917+58.8% | $4,139+88.7% |
| Admin fee / account holder | $1,449 | $10,249-85.9% | $12,439-88.3% | $7,234-80.0% |