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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 | $151,441 | $93,617+61.8% | $135,982+11.4% | $75,177+101.4% |
| Participation rate | 91.3% | 75.2%+16.1pp | 81.9%+9.4pp | 67.2%+24.1pp |
| Annual return | 18.22% | 30.89%-12.7pp | 68.32%-50.1pp | 160.75%-142.5pp |
| Employer contribution / active EE | $3,210 | $3,538-9.3% | $4,859-33.9% | $2,671+20.2% |
| Participant deferral / active EE | $7,323 | $6,406+14.3% | $7,760-5.6% | $4,126+77.5% |
| Admin fee / account holder | $5,067 | $6,980-27.4% | $10,767-52.9% | $5,651-10.3% |