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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 | $150,955 | $81,358+85.5% | $155,556-3.0% | $80,959+86.5% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 12.87% | 33.39%-20.5pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $6,790 | $3,106+118.6% | $4,675+45.2% | $2,757+146.3% |
| Participant deferral / active EE | $4,715 | $3,455+36.5% | $5,631-16.3% | $4,300+9.7% |
| Admin fee / account holder | $69,761 | $7,994+772.7% | $15,885+339.2% | $6,925+907.3% |