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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 | $149,025 | $76,551+94.7% | $123,894+20.3% | $62,881+137.0% |
| Participation rate | 96.8% | 73.0%+23.8pp | 81.4%+15.4pp | 69.3%+27.5pp |
| Annual return | 6.79% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $6,850 | $2,882+137.7% | $4,617+48.4% | $2,281+200.3% |
| Participant deferral / active EE | $6,029 | $4,840+24.6% | $5,984+0.7% | $3,203+88.2% |
| Admin fee / account holder | $4,100 | $4,826-15.0% | $8,357-50.9% | $4,296-4.5% |