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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 | $150,384 | $108,825+38.2% | $156,181-3.7% | $82,448+82.4% |
| Participation rate | 84.3% | 72.4%+11.9pp | 78.8%+5.5pp | 68.1%+16.2pp |
| Annual return | 22.32% | 20.59%+1.7pp | 64.87%-42.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $8,684 | $2,870+202.6% | $4,294+102.3% | $2,551+240.4% |
| Participant deferral / active EE | $9,013 | $4,577+96.9% | $6,132+47.0% | $4,139+117.7% |
| Admin fee / account holder | $5,542 | $9,341-40.7% | $14,586-62.0% | $7,234-23.4% |