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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 | $97,550+62.9% | $120,344+32.0% | $87,485+81.6% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.7%+19.3pp | 68.9%+27.1pp |
| Annual return | 15.83% | 18.41%-2.6pp | 20.30%-4.5pp | 26.06%-10.2pp |
| Employer contribution / active EE | $4,751 | $2,291+107.4% | $3,020+57.3% | $2,596+83.0% |
| Participant deferral / active EE | $4,968 | $4,230+17.5% | $5,135-3.3% | $4,274+16.2% |
| Admin fee / account holder | $5,210 | $9,543-45.4% | $12,742-59.1% | $7,775-33.0% |