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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 | $158,320 | $108,825+45.5% | $156,181+1.4% | $82,448+92.0% |
| Participation rate | 93.6% | 72.4%+21.2pp | 78.8%+14.8pp | 68.1%+25.5pp |
| Annual return | 14.61% | 20.59%-6.0pp | 64.87%-50.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,742 | $2,870+30.4% | $4,294-12.9% | $2,551+46.7% |
| Participant deferral / active EE | $4,282 | $4,577-6.4% | $6,132-30.2% | $4,139+3.5% |
| Admin fee / account holder | $6,532 | $9,341-30.1% | $14,586-55.2% | $7,234-9.7% |