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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 | $81,276+87.0% | $155,574-2.3% | $80,925+87.8% |
| Participation rate | 91.5% | 66.2%+25.2pp | 78.2%+13.3pp | 67.7%+23.8pp |
| Annual return | 18.20% | 33.36%-15.2pp | 64.87%-46.7pp | 35.65%-17.5pp |
| Employer contribution / active EE | $7,681 | $3,103+147.5% | $4,676+64.3% | $2,756+178.7% |
| Participant deferral / active EE | $3,840 | $3,453+11.2% | $5,629-31.8% | $4,299-10.7% |
| Admin fee / account holder | $13,965 | $7,993+74.7% | $15,914-12.3% | $6,940+101.2% |