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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 | $153,001 | $76,551+99.9% | $123,894+23.5% | $62,881+143.3% |
| Participation rate | 88.9% | 73.0%+15.9pp | 81.4%+7.5pp | 69.3%+19.6pp |
| Annual return | 7.57% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $6,482 | $2,882+124.9% | $4,617+40.4% | $2,281+184.2% |
| Participant deferral / active EE | $7,084 | $4,840+46.4% | $5,984+18.4% | $3,203+121.2% |
| Admin fee / account holder | $2,905 | $4,826-39.8% | $8,357-65.2% | $4,296-32.4% |