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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 | $154,592 | $93,346+65.6% | $71,796+115.3% | $273,972-43.6% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 10.93% | 130.39%-119.5pp | 78.04%-67.1pp | 41.46%-30.5pp |
| Employer contribution / active EE | $6,184 | $2,733+126.3% | $1,924+221.3% | $4,869+27.0% |
| Participant deferral / active EE | $8,586 | $3,475+147.1% | $2,794+207.3% | $5,287+62.4% |
| Admin fee / account holder | $4,868 | $6,571-25.9% | $4,815+1.1% | $10,133-52.0% |