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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 | $151,796 | $88,672+71.2% | $105,223+44.3% | $82,448+84.1% |
| Participation rate | 89.7% | 67.9%+21.8pp | 75.0%+14.7pp | 68.1%+21.7pp |
| Annual return | 23.84% | 30.86%-7.0pp | 180.65%-156.8pp | 41.64%-17.8pp |
| Employer contribution / active EE | $3,422 | $3,048+12.3% | $3,689-7.2% | $2,551+34.1% |
| Participant deferral / active EE | $6,456 | $4,036+60.0% | $5,072+27.3% | $4,139+56.0% |
| Admin fee / account holder | $9,077 | $7,146+27.0% | $8,859+2.5% | $7,234+25.5% |