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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 | $155,090 | $81,358+90.6% | $155,556-0.3% | $80,959+91.6% |
| Participation rate | 91.2% | 66.3%+24.9pp | 78.2%+13.0pp | 67.7%+23.5pp |
| Annual return | 12.84% | 33.39%-20.6pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $6,129 | $3,106+97.3% | $4,675+31.1% | $2,757+122.3% |
| Participant deferral / active EE | $5,980 | $3,455+73.1% | $5,631+6.2% | $4,300+39.1% |
| Admin fee / account holder | $54,203 | $7,994+578.1% | $15,885+241.2% | $6,925+682.7% |