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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 | $174,741 | $76,407+128.7% | $150,298+16.3% | $82,448+111.9% |
| Participation rate | 90.3% | 66.4%+23.9pp | 77.8%+12.6pp | 68.1%+22.3pp |
| Annual return | 16.72% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $6,748 | $2,614+158.2% | $4,154+62.5% | $2,551+164.5% |
| Participant deferral / active EE | $5,098 | $3,214+58.6% | $5,453-6.5% | $4,139+23.2% |
| Admin fee / account holder | $2,638 | $6,352-58.5% | $14,116-81.3% | $7,234-63.5% |