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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 | $143,470 | $75,541+89.9% | $152,093-5.7% | $82,637+73.6% |
| Participation rate | 95.2% | 66.5%+28.7pp | 77.8%+17.5pp | 68.1%+27.2pp |
| Annual return | 15.99% | 32.56%-16.6pp | 66.36%-50.4pp | 53.51%-37.5pp |
| Employer contribution / active EE | $6,863 | $2,622+161.7% | $4,175+64.4% | $2,552+168.9% |
| Participant deferral / active EE | $5,369 | $3,206+67.5% | $5,451-1.5% | $4,126+30.1% |
| Admin fee / account holder | $1,813 | $6,405-71.7% | $14,497-87.5% | $7,339-75.3% |