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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 | $146,723 | $110,212+33.1% | $96,534+52.0% | $139,466+5.2% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.1pp |
| Annual return | 10.61% | 26.42%-15.8pp | 25.88%-15.3pp | 373.66%-363.1pp |
| Employer contribution / active EE | $4,679 | $3,620+29.3% | $2,965+57.8% | $4,754-1.6% |
| Participant deferral / active EE | $4,224 | $5,547-23.9% | $4,851-12.9% | $6,712-37.1% |
| Admin fee / account holder | $4,088 | $11,599-64.8% | $8,253-50.5% | $11,409-64.2% |