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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 | $94,031+61.8% | $115,768+31.4% | $82,448+84.5% |
| Participation rate | 91.2% | 70.4%+20.8pp | 74.4%+16.8pp | 68.1%+23.2pp |
| Annual return | 16.99% | 20.61%-3.6pp | 100.46%-83.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $6,852 | $2,323+194.9% | $2,940+133.1% | $2,551+168.6% |
| Participant deferral / active EE | $3,847 | $3,972-3.1% | $4,917-21.8% | $4,139-7.1% |
| Admin fee / account holder | $10,387 | $10,249+1.3% | $12,439-16.5% | $7,234+43.6% |