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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 | $154,332 | $124,330+24.1% | $109,173+41.4% | $167,536-7.9% |
| Participation rate | 87.5% | 79.5%+8.0pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 20.09% | 26.04%-6.0pp | 25.75%-5.7pp | 478.82%-458.7pp |
| Employer contribution / active EE | $1,889 | $4,209-55.1% | $3,723-49.3% | $4,839-61.0% |
| Participant deferral / active EE | $3,973 | $5,256-24.4% | $4,654-14.6% | $6,342-37.4% |
| Admin fee / account holder | $3,131 | $7,974-60.7% | $6,755-53.6% | $12,315-74.6% |