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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 | $150,058 | $89,367+67.9% | $141,191+6.3% | $72,975+105.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 21.65% | 111.87%-90.2pp | 71.41%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $3,513 | $3,115+12.8% | $4,736-25.8% | $2,440+44.0% |
| Participant deferral / active EE | $9,232 | $5,419+70.4% | $6,710+37.6% | $3,608+155.9% |
| Admin fee / account holder | $1,787 | $5,957-70.0% | $10,264-82.6% | $5,124-65.1% |