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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 | $155,543 | $101,795+52.8% | $165,100-5.8% | $80,959+92.1% |
| Participation rate | 83.3% | 71.8%+11.5pp | 78.6%+4.7pp | 67.7%+15.7pp |
| Annual return | 21.14% | 16.73%+4.4pp | 70.21%-49.1pp | 35.67%-14.5pp |
| Employer contribution / active EE | $3,202 | $2,954+8.4% | $4,348-26.4% | $2,757+16.1% |
| Participant deferral / active EE | $5,800 | $4,476+29.6% | $6,035-3.9% | $4,300+34.9% |
| Admin fee / account holder | $1,441 | $8,221-82.5% | $12,696-88.7% | $6,925-79.2% |