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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 | $157,922 | $91,559+72.5% | $133,971+17.9% | $79,852+97.8% |
| Participation rate | 92.2% | 73.3%+18.8pp | 79.8%+12.3pp | 69.6%+22.5pp |
| Annual return | 15.93% | 61.85%-45.9pp | 45.09%-29.2pp | 31.72%-15.8pp |
| Employer contribution / active EE | $3,764 | $2,384+57.9% | $3,919-3.9% | $2,471+52.3% |
| Participant deferral / active EE | $2,981 | $3,734-20.2% | $5,047-40.9% | $3,740-20.3% |
| Admin fee / account holder | $1,438 | $6,321-77.2% | $8,929-83.9% | $5,306-72.9% |