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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 | $154,163 | $106,749+44.4% | $145,433+6.0% | $82,448+87.0% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 19.36% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $4,860 | $3,444+41.1% | $4,554+6.7% | $2,551+90.5% |
| Participant deferral / active EE | $11,757 | $6,519+80.4% | $7,897+48.9% | $4,139+184.0% |
| Admin fee / account holder | $8,485 | $8,390+1.1% | $13,129-35.4% | $7,234+17.3% |