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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 | $145,799 | $78,027+86.9% | $178,528-18.3% | $80,925+80.2% |
| Participation rate | 88.2% | 65.7%+22.6pp | 77.1%+11.1pp | 67.7%+20.6pp |
| Annual return | 12.57% | 18.09%-5.5pp | 27.11%-14.5pp | 35.65%-23.1pp |
| Employer contribution / active EE | $6,795 | $2,281+197.9% | $3,950+72.0% | $2,756+146.5% |
| Participant deferral / active EE | $16,074 | $4,408+264.7% | $6,278+156.0% | $4,299+273.9% |
| Admin fee / account holder | $12,982 | $7,168+81.1% | $10,419+24.6% | $6,940+87.1% |