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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 | $147,420 | $76,407+92.9% | $150,298-1.9% | $82,448+78.8% |
| Participation rate | 95.2% | 66.4%+28.8pp | 77.8%+17.5pp | 68.1%+27.2pp |
| Annual return | 13.22% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $5,368 | $2,614+105.4% | $4,154+29.2% | $2,551+110.4% |
| Participant deferral / active EE | $7,164 | $3,214+122.9% | $5,453+31.4% | $4,139+73.1% |
| Admin fee / account holder | $1,301 | $6,352-79.5% | $14,116-90.8% | $7,234-82.0% |