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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 | $81,358+98.1% | $155,556+3.6% | $80,959+99.1% |
| Participation rate | 91.1% | 66.3%+24.8pp | 78.2%+12.8pp | 67.7%+23.4pp |
| Annual return | 13.60% | 33.39%-19.8pp | 64.84%-51.2pp | 35.67%-22.1pp |
| Employer contribution / active EE | $7,341 | $3,106+136.3% | $4,675+57.0% | $2,757+166.3% |
| Participant deferral / active EE | $5,500 | $3,455+59.2% | $5,631-2.3% | $4,300+27.9% |
| Admin fee / account holder | $3,901 | $7,994-51.2% | $15,885-75.4% | $6,925-43.7% |