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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 | $148,724 | $69,977+112.5% | $108,582+37.0% | $62,881+136.5% |
| Participation rate | 90.5% | 72.9%+17.6pp | 79.6%+10.9pp | 69.3%+21.2pp |
| Annual return | 6.23% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $4,959 | $2,135+132.3% | $3,758+31.9% | $2,281+117.4% |
| Participant deferral / active EE | $7,594 | $3,165+140.0% | $4,311+76.2% | $3,203+137.1% |
| Admin fee / account holder | $5,508 | $5,076+8.5% | $7,645-28.0% | $4,296+28.2% |