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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 | $76,407+100.7% | $150,298+2.0% | $82,448+86.0% |
| Participation rate | 90.5% | 66.4%+24.1pp | 77.8%+12.7pp | 68.1%+22.4pp |
| Annual return | 14.52% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,767 | $2,614+5.9% | $4,154-33.4% | $2,551+8.5% |
| Participant deferral / active EE | $10,599 | $3,214+229.7% | $5,453+94.4% | $4,139+156.0% |
| Admin fee / account holder | $37,393 | $6,352+488.7% | $14,116+164.9% | $7,234+416.9% |