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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 | $145,410 | $101,795+42.8% | $165,100-11.9% | $80,959+79.6% |
| Participation rate | 91.7% | 71.8%+19.8pp | 78.6%+13.0pp | 67.7%+24.0pp |
| Annual return | 12.51% | 16.73%-4.2pp | 70.21%-57.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,838 | $2,954-3.9% | $4,348-34.7% | $2,757+2.9% |
| Participant deferral / active EE | $4,073 | $4,476-9.0% | $6,035-32.5% | $4,300-5.3% |
| Admin fee / account holder | $1,437 | $8,221-82.5% | $12,696-88.7% | $6,925-79.3% |