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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 | $81,233+87.1% | $155,567-2.3% | $80,874+87.9% |
| Participation rate | 91.5% | 66.2%+25.3pp | 78.2%+13.3pp | 67.6%+23.8pp |
| Annual return | 18.20% | 33.33%-15.1pp | 64.74%-46.5pp | 35.62%-17.4pp |
| Employer contribution / active EE | $7,681 | $3,101+147.7% | $4,674+64.3% | $2,756+178.7% |
| Participant deferral / active EE | $3,840 | $3,452+11.2% | $5,628-31.8% | $4,297-10.6% |
| Admin fee / account holder | $13,965 | $7,998+74.6% | $15,916-12.3% | $6,935+101.4% |