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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 | $151,076 | $107,368+40.7% | $92,915+62.6% | $152,909-1.2% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | 21.98% | 145.64%-123.7pp | 109.45%-87.5pp | 345.46%-323.5pp |
| Employer contribution / active EE | $4,146 | $4,222-1.8% | $3,653+13.5% | $4,764-13.0% |
| Participant deferral / active EE | $7,573 | $4,848+56.2% | $4,238+78.7% | $5,851+29.4% |
| Admin fee / account holder | $16,496 | $7,082+132.9% | $5,796+184.6% | $11,601+42.2% |