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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 | $149,566 | $106,749+40.1% | $145,433+2.8% | $82,448+81.4% |
| Participation rate | 94.9% | 75.6%+19.2pp | 82.1%+12.8pp | 68.1%+26.8pp |
| Annual return | 16.16% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $7,379 | $3,444+114.2% | $4,554+62.0% | $2,551+189.3% |
| Participant deferral / active EE | $7,154 | $6,519+9.7% | $7,897-9.4% | $4,139+72.8% |
| Admin fee / account holder | $6,271 | $8,390-25.3% | $13,129-52.2% | $7,234-13.3% |