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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 | $151,697 | $84,236+80.1% | $170,435-11.0% | $70,126+116.3% |
| Participation rate | 97.5% | 70.8%+26.6pp | 83.6%+13.9pp | 69.5%+27.9pp |
| Annual return | 16.27% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $8,197 | $3,387+142.0% | $5,432+50.9% | $2,343+249.9% |
| Participant deferral / active EE | $5,354 | $3,086+73.5% | $4,939+8.4% | $3,332+60.7% |
| Admin fee / account holder | $5,587 | $5,698-2.0% | $13,881-59.8% | $4,645+20.3% |