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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 | $142,653 | $81,262+75.5% | $155,602-8.3% | $80,911+76.3% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 18.12% | 33.34%-15.2pp | 64.81%-46.7pp | 35.63%-17.5pp |
| Employer contribution / active EE | $4,378 | $3,102+41.2% | $4,675-6.3% | $2,756+58.9% |
| Participant deferral / active EE | $11,381 | $3,451+229.8% | $5,629+102.2% | $4,297+164.9% |
| Admin fee / account holder | $1,254 | $7,992-84.3% | $15,923-92.1% | $6,935-81.9% |