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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 | $158,640 | $93,617+69.5% | $135,982+16.7% | $75,177+111.0% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 24.75% | 30.89%-6.1pp | 68.32%-43.6pp | 160.75%-136.0pp |
| Employer contribution / active EE | $8,091 | $3,538+128.7% | $4,859+66.5% | $2,671+202.9% |
| Participant deferral / active EE | $7,252 | $6,406+13.2% | $7,760-6.5% | $4,126+75.8% |
| Admin fee / account holder | $5,764 | $6,980-17.4% | $10,767-46.5% | $5,651+2.0% |