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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 | $158,890 | $95,453+66.5% | $112,040+41.8% | $82,448+92.7% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.5%+19.5pp | 68.1%+27.9pp |
| Annual return | 15.83% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $4,751 | $2,318+105.0% | $2,954+60.8% | $2,551+86.2% |
| Participant deferral / active EE | $4,968 | $4,224+17.6% | $5,098-2.5% | $4,139+20.0% |
| Admin fee / account holder | $5,210 | $9,013-42.2% | $12,098-56.9% | $7,234-28.0% |