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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 | $156,124 | $76,407+104.3% | $150,298+3.9% | $82,448+89.4% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 17.93% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $9,811 | $2,614+275.3% | $4,154+136.2% | $2,551+284.6% |
| Participant deferral / active EE | $4,220 | $3,214+31.3% | $5,453-22.6% | $4,139+1.9% |
| Admin fee / account holder | $5,815 | $6,352-8.5% | $14,116-58.8% | $7,234-19.6% |