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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 | $110,137+41.7% | $161,149-3.2% | $82,637+88.8% |
| Participation rate | 89.7% | 72.4%+17.3pp | 78.8%+10.8pp | 68.1%+21.6pp |
| Annual return | 13.96% | 20.69%-6.7pp | 21.16%-7.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $7,888 | $2,856+176.2% | $4,360+80.9% | $2,552+209.1% |
| Participant deferral / active EE | $6,521 | $4,575+42.6% | $6,153+6.0% | $4,126+58.0% |
| Admin fee / account holder | $5,542 | $9,467-41.5% | $15,194-63.5% | $7,339-24.5% |