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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 | $173,152 | $149,446+15.9% | $256,809-32.6% | $94,015+84.2% |
| Participation rate | 96.0% | 85.3%+10.7pp | 88.5%+7.5pp | 70.8%+25.2pp |
| Annual return | 26.92% | 17.55%+9.4pp | 32.73%-5.8pp | 17.84%+9.1pp |
| Employer contribution / active EE | $3,374 | $4,596-26.6% | $7,263-53.5% | $2,790+20.9% |
| Participant deferral / active EE | $5,079 | $6,491-21.8% | $9,520-46.7% | $4,249+19.5% |
| Admin fee / account holder | $2,554 | $24,035-89.4% | $25,146-89.8% | $8,951-71.5% |