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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 | $142,972+21.1% | $214,702-19.4% | $86,983+99.1% |
| Participation rate | 96.0% | 84.9%+11.1pp | 87.5%+8.5pp | 69.5%+26.5pp |
| Annual return | 26.92% | 18.49%+8.4pp | 54.55%-27.6pp | 25.83%+1.1pp |
| Employer contribution / active EE | $3,374 | $4,635-27.2% | $6,461-47.8% | $2,584+30.5% |
| Participant deferral / active EE | $5,079 | $6,568-22.7% | $9,147-44.5% | $4,194+21.1% |
| Admin fee / account holder | $2,554 | $17,617-85.5% | $19,830-87.1% | $7,856-67.5% |