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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 | $149,865 | $99,341+50.9% | $84,750+76.8% | $273,965-45.3% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 11.00% | 22.93%-11.9pp | 22.78%-11.8pp | 41.45%-30.5pp |
| Employer contribution / active EE | $3,966 | $4,214-5.9% | $3,574+11.0% | $4,869-18.5% |
| Participant deferral / active EE | $4,586 | $4,269+7.4% | $3,712+23.6% | $5,287-13.3% |
| Admin fee / account holder | $2,544 | $6,644-61.7% | $5,332-52.3% | $10,132-74.9% |