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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 | $161,151 | $81,276+98.3% | $155,574+3.6% | $80,925+99.1% |
| Participation rate | 91.1% | 66.2%+24.8pp | 78.2%+12.9pp | 67.7%+23.4pp |
| Annual return | 13.60% | 33.36%-19.8pp | 64.87%-51.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $7,341 | $3,103+136.6% | $4,676+57.0% | $2,756+166.3% |
| Participant deferral / active EE | $5,500 | $3,453+59.3% | $5,629-2.3% | $4,299+28.0% |
| Admin fee / account holder | $3,901 | $7,993-51.2% | $15,914-75.5% | $6,940-43.8% |