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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 | $159,293 | $78,690+102.4% | $161,489-1.4% | $87,485+82.1% |
| Participation rate | 87.9% | 67.5%+20.4pp | 78.7%+9.2pp | 68.9%+18.9pp |
| Annual return | 17.47% | 32.74%-15.3pp | 89.72%-72.3pp | 26.06%-8.6pp |
| Employer contribution / active EE | $7,385 | $2,588+185.3% | $4,268+73.0% | $2,596+184.5% |
| Participant deferral / active EE | $19,240 | $3,311+481.1% | $5,630+241.8% | $4,274+350.2% |
| Admin fee / account holder | $4,360 | $6,724-35.2% | $16,006-72.8% | $7,775-43.9% |