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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 | $150,204 | $102,065+47.2% | $453,569-66.9% | $85,847+75.0% |
| Participation rate | 90.3% | 72.4%+18.0pp | 78.0%+12.3pp | 69.3%+21.0pp |
| Annual return | 16.63% | 25.44%-8.8pp | 64.43%-47.8pp | 318.61%-302.0pp |
| Employer contribution / active EE | $2,049 | $2,852-28.1% | $4,072-49.7% | $2,565-20.1% |
| Participant deferral / active EE | $6,553 | $4,789+36.8% | $6,211+5.5% | $3,952+65.8% |
| Admin fee / account holder | $3,014 | $5,717-47.3% | $11,214-73.1% | $6,261-51.9% |