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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 | $137,645 | $75,058+83.4% | $152,301-9.6% | $64,340+113.9% |
| Participation rate | 87.9% | 60.9%+27.0pp | 82.4%+5.5pp | 55.2%+32.7pp |
| Annual return | 15.89% | 29.93%-14.0pp | 80.50%-64.6pp | 24.14%-8.3pp |
| Employer contribution / active EE | $6,799 | $2,605+161.0% | $4,624+47.0% | $1,862+265.2% |
| Participant deferral / active EE | $10,396 | $5,041+106.2% | $8,004+29.9% | $2,980+248.8% |
| Admin fee / account holder | $1,241 | $4,050-69.4% | $14,398-91.4% | $3,703-66.5% |