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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 | $155,527 | $86,050+80.7% | $189,758-18.0% | $94,015+65.4% |
| Participation rate | 94.7% | 68.9%+25.8pp | 79.8%+14.9pp | 70.8%+23.9pp |
| Annual return | 12.11% | 17.77%-5.7pp | 52.62%-40.5pp | 17.84%-5.7pp |
| Employer contribution / active EE | $3,842 | $2,819+36.3% | $4,767-19.4% | $2,790+37.7% |
| Participant deferral / active EE | $4,021 | $3,349+20.1% | $5,856-31.3% | $4,249-5.4% |
| Admin fee / account holder | $15,636 | $6,627+136.0% | $20,388-23.3% | $8,951+74.7% |