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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 | $161,997 | $76,407+112.0% | $150,298+7.8% | $82,448+96.5% |
| Participation rate | 83.8% | 66.4%+17.4pp | 77.8%+6.0pp | 68.1%+15.7pp |
| Annual return | 13.74% | 39.99%-26.3pp | 62.79%-49.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $11,239 | $2,614+329.9% | $4,154+170.5% | $2,551+340.6% |
| Participant deferral / active EE | $5,487 | $3,214+70.7% | $5,453+0.6% | $4,139+32.6% |
| Admin fee / account holder | $5,365 | $6,352-15.5% | $14,116-62.0% | $7,234-25.8% |