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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 | $153,324 | $78,690+94.8% | $161,489-5.1% | $87,485+75.3% |
| Participation rate | 90.5% | 67.5%+23.0pp | 78.7%+11.8pp | 68.9%+21.5pp |
| Annual return | 14.52% | 32.74%-18.2pp | 89.72%-75.2pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,767 | $2,588+6.9% | $4,268-35.2% | $2,596+6.6% |
| Participant deferral / active EE | $10,599 | $3,311+220.1% | $5,630+88.3% | $4,274+148.0% |
| Admin fee / account holder | $37,393 | $6,724+456.2% | $16,006+133.6% | $7,775+381.0% |