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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 | $156,117 | $78,690+98.4% | $161,489-3.3% | $87,485+78.5% |
| Participation rate | 88.9% | 67.5%+21.4pp | 78.7%+10.2pp | 68.9%+20.0pp |
| Annual return | 15.42% | 32.74%-17.3pp | 89.72%-74.3pp | 26.06%-10.6pp |
| Employer contribution / active EE | $5,969 | $2,588+130.6% | $4,268+39.8% | $2,596+129.9% |
| Participant deferral / active EE | $5,258 | $3,311+58.8% | $5,630-6.6% | $4,274+23.0% |
| Admin fee / account holder | $6,153 | $6,724-8.5% | $16,006-61.6% | $7,775-20.9% |