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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 | $159,956 | $138,393+15.6% | $184,256-13.2% | $80,959+97.6% |
| Participation rate | 94.7% | 83.9%+10.8pp | 86.8%+7.9pp | 67.7%+27.1pp |
| Annual return | 14.61% | 20.01%-5.4pp | 28.85%-14.2pp | 35.67%-21.1pp |
| Employer contribution / active EE | $9,142 | $4,847+88.6% | $6,427+42.2% | $2,757+231.6% |
| Participant deferral / active EE | $5,324 | $7,076-24.8% | $9,133-41.7% | $4,300+23.8% |
| Admin fee / account holder | $15,850 | $10,489+51.1% | $13,899+14.0% | $6,925+128.9% |