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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 | $156,381 | $124,980+25.1% | $108,359+44.3% | $154,746+1.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 13.79% | 45.00%-31.2pp | 36.89%-23.1pp | 172.34%-158.6pp |
| Employer contribution / active EE | $15,874 | $2,851+456.9% | $2,399+561.6% | $4,379+262.5% |
| Participant deferral / active EE | $11,038 | $4,743+132.7% | $4,137+166.8% | $6,730+64.0% |
| Admin fee / account holder | $7,030 | $11,502-38.9% | $9,741-27.8% | $14,365-51.1% |