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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 | $155,880 | $123,793+25.9% | $177,848-12.4% | $79,856+95.2% |
| Participation rate | 89.1% | 84.7%+4.5pp | 87.7%+1.4pp | 69.6%+19.5pp |
| Annual return | 19.81% | 22.82%-3.0pp | 48.33%-28.5pp | 31.71%-11.9pp |
| Employer contribution / active EE | $8,586 | $4,095+109.7% | $5,919+45.1% | $2,471+247.4% |
| Participant deferral / active EE | $11,448 | $5,956+92.2% | $7,714+48.4% | $3,741+206.1% |
| Admin fee / account holder | $2,438 | $7,243-66.3% | $12,431-80.4% | $5,306-54.1% |