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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 | $151,993 | $101,763+49.4% | $164,866-7.8% | $80,874+87.9% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.6%+20.4pp |
| Annual return | 16.44% | 16.73%-0.3pp | 69.97%-53.5pp | 35.62%-19.2pp |
| Employer contribution / active EE | $4,107 | $2,954+39.0% | $4,343-5.4% | $2,756+49.0% |
| Participant deferral / active EE | $5,997 | $4,477+34.0% | $6,033-0.6% | $4,297+39.6% |
| Admin fee / account holder | $6,715 | $8,228-18.4% | $12,689-47.1% | $6,935-3.2% |