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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 | $150,768 | $78,423+92.3% | $95,964+57.1% | $79,856+88.8% |
| Participation rate | 97.3% | 73.5%+23.8pp | 77.1%+20.2pp | 69.6%+27.7pp |
| Annual return | 14.96% | 19.37%-4.4pp | 91.64%-76.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,924 | $1,945+50.3% | $2,541+15.1% | $2,471+18.3% |
| Participant deferral / active EE | $9,831 | $3,440+185.8% | $4,167+135.9% | $3,741+162.8% |
| Admin fee / account holder | $1,347 | $5,622-76.0% | $6,797-80.2% | $5,306-74.6% |