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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 | $157,124 | $113,338+38.6% | $94,993+65.4% | $147,586+6.5% |
| Participation rate | 93.8% | 78.0%+15.8pp | 73.9%+19.9pp | 82.8%+10.9pp |
| Annual return | 14.77% | 20.80%-6.0pp | 27.14%-12.4pp | 578.59%-563.8pp |
| Employer contribution / active EE | $2,101 | $3,160-33.5% | $2,603-19.3% | $4,876-56.9% |
| Participant deferral / active EE | $6,203 | $3,777+64.2% | $3,317+87.0% | $5,439+14.0% |
| Admin fee / account holder | $3,604 | $6,063-40.6% | $4,960-27.3% | $10,886-66.9% |