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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 | $151,824 | $76,407+98.7% | $150,298+1.0% | $82,448+84.1% |
| Participation rate | 93.5% | 66.4%+27.1pp | 77.8%+15.7pp | 68.1%+25.4pp |
| Annual return | 16.02% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $5,176 | $2,614+98.0% | $4,154+24.6% | $2,551+102.9% |
| Participant deferral / active EE | $4,570 | $3,214+42.2% | $5,453-16.2% | $4,139+10.4% |
| Admin fee / account holder | $4,248 | $6,352-33.1% | $14,116-69.9% | $7,234-41.3% |