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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 | $158,993 | $105,284+51.0% | $150,734+5.5% | $94,015+69.1% |
| Participation rate | 89.1% | 71.7%+17.3pp | 78.4%+10.6pp | 70.8%+18.2pp |
| Annual return | 18.15% | 15.67%+2.5pp | 600.81%-582.7pp | 17.84%+0.3pp |
| Employer contribution / active EE | $8,984 | $3,599+149.7% | $4,918+82.7% | $2,790+222.0% |
| Participant deferral / active EE | $5,825 | $4,274+36.3% | $5,610+3.8% | $4,249+37.1% |
| Admin fee / account holder | $7,354 | $9,839-25.3% | $14,905-50.7% | $8,951-17.8% |