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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 | $147,840 | $110,137+34.2% | $161,149-8.3% | $82,637+78.9% |
| Participation rate | 91.2% | 72.4%+18.8pp | 78.8%+12.3pp | 68.1%+23.1pp |
| Annual return | 13.50% | 20.69%-7.2pp | 21.16%-7.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $9,984 | $2,856+249.6% | $4,360+129.0% | $2,552+291.2% |
| Participant deferral / active EE | $6,609 | $4,575+44.5% | $6,153+7.4% | $4,126+60.2% |
| Admin fee / account holder | $6,776 | $9,467-28.4% | $15,194-55.4% | $7,339-7.7% |