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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 | $148,636 | $91,179+63.0% | $178,499-16.7% | $79,852+86.1% |
| Participation rate | 90.0% | 69.2%+20.8pp | 81.9%+8.1pp | 69.6%+20.4pp |
| Annual return | 16.75% | 24.19%-7.4pp | 151.10%-134.3pp | 31.72%-15.0pp |
| Employer contribution / active EE | $3,130 | $3,256-3.9% | $5,011-37.5% | $2,471+26.7% |
| Participant deferral / active EE | $2,863 | $3,236-11.5% | $5,202-45.0% | $3,740-23.4% |
| Admin fee / account holder | $4,711 | $6,749-30.2% | $13,986-66.3% | $5,306-11.2% |