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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 | $148,577 | $77,814+90.9% | $158,223-6.1% | $86,983+70.8% |
| Participation rate | 86.4% | 68.4%+17.9pp | 79.2%+7.2pp | 69.5%+16.8pp |
| Annual return | 17.22% | 30.54%-13.3pp | 52.09%-34.9pp | 25.83%-8.6pp |
| Employer contribution / active EE | $4,626 | $2,592+78.4% | $4,109+12.6% | $2,584+79.0% |
| Participant deferral / active EE | $5,279 | $3,270+61.5% | $5,467-3.4% | $4,194+25.9% |
| Admin fee / account holder | $2,485 | $5,879-57.7% | $16,047-84.5% | $7,856-68.4% |