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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 | $162,756 | $91,179+78.5% | $178,499-8.8% | $79,852+103.8% |
| Participation rate | 94.6% | 69.2%+25.4pp | 81.9%+12.7pp | 69.6%+25.0pp |
| Annual return | 16.55% | 24.19%-7.6pp | 151.10%-134.6pp | 31.72%-15.2pp |
| Employer contribution / active EE | $4,730 | $3,256+45.3% | $5,011-5.6% | $2,471+91.4% |
| Participant deferral / active EE | $8,946 | $3,236+176.5% | $5,202+72.0% | $3,740+139.2% |
| Admin fee / account holder | $3,825 | $6,749-43.3% | $13,986-72.7% | $5,306-27.9% |