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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 | $77,814+100.6% | $158,223-1.3% | $86,983+79.5% |
| Participation rate | 88.9% | 68.4%+20.5pp | 79.2%+9.7pp | 69.5%+19.3pp |
| Annual return | 15.42% | 30.54%-15.1pp | 52.09%-36.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $5,969 | $2,592+130.3% | $4,109+45.3% | $2,584+131.0% |
| Participant deferral / active EE | $5,258 | $3,270+60.8% | $5,467-3.8% | $4,194+25.4% |
| Admin fee / account holder | $6,153 | $5,879+4.7% | $16,047-61.7% | $7,856-21.7% |