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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 | $152,424 | $93,617+62.8% | $135,982+12.1% | $75,177+102.8% |
| Participation rate | 89.5% | 75.2%+14.3pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 17.81% | 30.89%-13.1pp | 68.32%-50.5pp | 160.75%-142.9pp |
| Employer contribution / active EE | $8,687 | $3,538+145.5% | $4,859+78.8% | $2,671+225.2% |
| Participant deferral / active EE | $10,369 | $6,406+61.9% | $7,760+33.6% | $4,126+151.3% |
| Admin fee / account holder | $28,996 | $6,980+315.4% | $10,767+169.3% | $5,651+413.1% |