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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 | $156,046 | $108,825+43.4% | $156,181-0.1% | $82,448+89.3% |
| Participation rate | 89.7% | 72.4%+17.3pp | 78.8%+10.8pp | 68.1%+21.6pp |
| Annual return | 13.96% | 20.59%-6.6pp | 64.87%-50.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $7,888 | $2,870+174.9% | $4,294+83.7% | $2,551+209.2% |
| Participant deferral / active EE | $6,521 | $4,577+42.5% | $6,132+6.3% | $4,139+57.5% |
| Admin fee / account holder | $5,542 | $9,341-40.7% | $14,586-62.0% | $7,234-23.4% |