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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 | $152,142 | $97,648+55.8% | $121,663+25.1% | $87,485+73.9% |
| Participation rate | 91.2% | 70.5%+20.8pp | 74.5%+16.7pp | 68.9%+22.3pp |
| Annual return | 16.99% | 18.03%-1.0pp | 147.54%-130.5pp | 26.06%-9.1pp |
| Employer contribution / active EE | $6,852 | $2,300+197.9% | $3,020+126.9% | $2,596+163.9% |
| Participant deferral / active EE | $3,847 | $3,923-1.9% | $4,887-21.3% | $4,274-10.0% |
| Admin fee / account holder | $10,387 | $11,100-6.4% | $14,289-27.3% | $7,775+33.6% |