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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 | $144,019 | $101,763+41.5% | $164,866-12.6% | $80,874+78.1% |
| Participation rate | 88.2% | 71.8%+16.3pp | 78.6%+9.6pp | 67.6%+20.5pp |
| Annual return | 13.71% | 16.73%-3.0pp | 69.97%-56.3pp | 35.62%-21.9pp |
| Employer contribution / active EE | $3,565 | $2,954+20.7% | $4,343-17.9% | $2,756+29.4% |
| Participant deferral / active EE | $7,868 | $4,477+75.8% | $6,033+30.4% | $4,297+83.1% |
| Admin fee / account holder | $13,219 | $8,228+60.7% | $12,689+4.2% | $6,935+90.6% |