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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 | $152,387 | $108,825+40.0% | $156,181-2.4% | $82,448+84.8% |
| Participation rate | 95.6% | 72.4%+23.2pp | 78.8%+16.7pp | 68.1%+27.5pp |
| Annual return | 15.11% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $5,600 | $2,870+95.1% | $4,294+30.4% | $2,551+119.5% |
| Participant deferral / active EE | $5,431 | $4,577+18.7% | $6,132-11.4% | $4,139+31.2% |
| Admin fee / account holder | $18,676 | $9,341+99.9% | $14,586+28.0% | $7,234+158.2% |