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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 | $144,908 | $91,198+58.9% | $178,503-18.8% | $79,856+81.5% |
| Participation rate | 89.7% | 69.2%+20.4pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 13.46% | 24.20%-10.7pp | 151.12%-137.7pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,954 | $3,257+52.1% | $5,011-1.1% | $2,471+100.5% |
| Participant deferral / active EE | $4,380 | $3,237+35.3% | $5,202-15.8% | $3,741+17.1% |
| Admin fee / account holder | $998 | $6,748-85.2% | $13,987-92.9% | $5,306-81.2% |