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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 | $156,131 | $43,496+259.0% | $161,489-3.3% | $64,340+142.7% |
| Participation rate | 92.5% | 53.5%+39.0pp | 78.7%+13.8pp | 55.2%+37.3pp |
| Annual return | 15.12% | 20.76%-5.6pp | 89.72%-74.6pp | 24.14%-9.0pp |
| Employer contribution / active EE | $3,640 | $1,431+154.4% | $4,268-14.7% | $1,862+95.5% |
| Participant deferral / active EE | $7,338 | $1,996+267.7% | $5,630+30.3% | $2,980+146.2% |
| Admin fee / account holder | $8,412 | $2,330+261.0% | $16,006-47.4% | $3,703+127.2% |