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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 | $151,056 | $84,236+79.3% | $170,435-11.4% | $70,126+115.4% |
| Participation rate | 95.2% | 70.8%+24.4pp | 83.6%+11.6pp | 69.5%+25.7pp |
| Annual return | 15.95% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $6,270 | $3,387+85.1% | $5,432+15.4% | $2,343+167.6% |
| Participant deferral / active EE | $5,694 | $3,086+84.5% | $4,939+15.3% | $3,332+70.9% |
| Admin fee / account holder | $3,302 | $5,698-42.0% | $13,881-76.2% | $4,645-28.9% |