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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 | $147,607 | $77,638+90.1% | $156,551-5.7% | $62,881+134.7% |
| Participation rate | 88.2% | 71.2%+17.0pp | 84.0%+4.2pp | 69.3%+18.9pp |
| Annual return | 9.68% | 50.33%-40.6pp | 32.23%-22.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $4,411 | $3,444+28.1% | $5,501-19.8% | $2,281+93.4% |
| Participant deferral / active EE | $5,356 | $3,046+75.9% | $4,871+10.0% | $3,203+67.2% |
| Admin fee / account holder | $35,530 | $5,561+538.9% | $13,028+172.7% | $4,296+727.1% |