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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 | $175,897 | $99,994+75.9% | $146,647+19.9% | $85,851+104.9% |
| Participation rate | 82.9% | 73.1%+9.8pp | 80.1%+2.8pp | 69.3%+13.5pp |
| Annual return | 21.93% | 18.93%+3.0pp | 22.75%-0.8pp | 318.63%-296.7pp |
| Employer contribution / active EE | $2,689 | $2,559+5.1% | $4,137-35.0% | $2,565+4.8% |
| Participant deferral / active EE | $4,359 | $4,006+8.8% | $5,506-20.8% | $3,952+10.3% |
| Admin fee / account holder | $7,935 | $7,703+3.0% | $10,281-22.8% | $6,261+26.7% |