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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 | $146,148 | $58,099+151.5% | $76,872+90.1% | $75,173+94.4% |
| Participation rate | 94.9% | 63.9%+31.0pp | 69.6%+25.3pp | 67.2%+27.7pp |
| Annual return | 23.00% | 26.71%-3.7pp | 37.90%-14.9pp | 160.72%-137.7pp |
| Employer contribution / active EE | $3,830 | $1,996+91.9% | $2,533+51.2% | $2,671+43.4% |
| Participant deferral / active EE | $7,561 | $2,999+152.1% | $3,832+97.3% | $4,126+83.2% |
| Admin fee / account holder | $2,449 | $4,778-48.7% | $5,476-55.3% | $5,651-56.7% |