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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 | $151,975 | $81,358+86.8% | $155,556-2.3% | $80,959+87.7% |
| Participation rate | 91.5% | 66.3%+25.2pp | 78.2%+13.3pp | 67.7%+23.8pp |
| Annual return | 18.20% | 33.39%-15.2pp | 64.84%-46.6pp | 35.67%-17.5pp |
| Employer contribution / active EE | $7,681 | $3,106+147.3% | $4,675+64.3% | $2,757+178.6% |
| Participant deferral / active EE | $3,840 | $3,455+11.1% | $5,631-31.8% | $4,300-10.7% |
| Admin fee / account holder | $13,965 | $7,994+74.7% | $15,885-12.1% | $6,925+101.6% |