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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 | $152,723 | $101,795+50.0% | $165,100-7.5% | $80,959+88.6% |
| Participation rate | 85.5% | 71.8%+13.7pp | 78.6%+6.9pp | 67.7%+17.8pp |
| Annual return | 15.48% | 16.73%-1.2pp | 70.21%-54.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $1,674 | $2,954-43.3% | $4,348-61.5% | $2,757-39.3% |
| Participant deferral / active EE | $6,392 | $4,476+42.8% | $6,035+5.9% | $4,300+48.6% |
| Admin fee / account holder | $11,584 | $8,221+40.9% | $12,696-8.8% | $6,925+67.3% |