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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 | $77,962+87.0% | $178,540-18.3% | $80,935+80.1% |
| Participation rate | 88.2% | 65.7%+22.6pp | 77.1%+11.1pp | 67.7%+20.6pp |
| Annual return | 12.57% | 18.10%-5.5pp | 27.15%-14.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $6,795 | $2,280+198.0% | $3,953+71.9% | $2,757+146.5% |
| Participant deferral / active EE | $16,074 | $4,404+265.0% | $6,281+155.9% | $4,299+273.9% |
| Admin fee / account holder | $12,982 | $7,156+81.4% | $10,424+24.5% | $6,924+87.5% |