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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 | $101,950+49.2% | $125,529+21.2% | $86,983+74.9% |
| Participation rate | 91.2% | 70.2%+21.1pp | 74.7%+16.5pp | 69.5%+21.7pp |
| Annual return | 16.99% | 18.29%-1.3pp | 202.56%-185.6pp | 25.83%-8.8pp |
| Employer contribution / active EE | $6,852 | $2,358+190.6% | $3,058+124.1% | $2,584+165.1% |
| Participant deferral / active EE | $3,847 | $3,862-0.4% | $4,813-20.1% | $4,194-8.3% |
| Admin fee / account holder | $10,387 | $12,791-18.8% | $16,298-36.3% | $7,856+32.2% |