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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 | $155,514 | $93,617+66.1% | $135,982+14.4% | $75,177+106.9% |
| Participation rate | 84.8% | 75.2%+9.6pp | 81.9%+2.9pp | 67.2%+17.6pp |
| Annual return | 16.99% | 30.89%-13.9pp | 68.32%-51.3pp | 160.75%-143.8pp |
| Employer contribution / active EE | $3,250 | $3,538-8.1% | $4,859-33.1% | $2,671+21.7% |
| Participant deferral / active EE | $5,869 | $6,406-8.4% | $7,760-24.4% | $4,126+42.2% |
| Admin fee / account holder | $3,326 | $6,980-52.3% | $10,767-69.1% | $5,651-41.2% |