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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 | $174,782 | $76,407+128.8% | $150,298+16.3% | $82,448+112.0% |
| Participation rate | 94.3% | 66.4%+27.9pp | 77.8%+16.5pp | 68.1%+26.2pp |
| Annual return | 15.02% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,270 | $2,614+25.1% | $4,154-21.3% | $2,551+28.2% |
| Participant deferral / active EE | $8,311 | $3,214+158.6% | $5,453+52.4% | $4,139+100.8% |
| Admin fee / account holder | $9,674 | $6,352+52.3% | $14,116-31.5% | $7,234+33.7% |