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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 | $101,778+52.8% | $164,975-5.7% | $80,925+92.2% |
| Participation rate | 83.3% | 71.8%+11.5pp | 78.6%+4.7pp | 67.7%+15.7pp |
| Annual return | 21.14% | 16.73%+4.4pp | 70.12%-49.0pp | 35.65%-14.5pp |
| Employer contribution / active EE | $3,202 | $2,954+8.4% | $4,343-26.3% | $2,756+16.2% |
| Participant deferral / active EE | $5,800 | $4,477+29.6% | $6,033-3.9% | $4,299+34.9% |
| Admin fee / account holder | $1,441 | $8,221-82.5% | $12,688-88.6% | $6,940-79.2% |