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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 | $144,008 | $91,198+57.9% | $178,503-19.3% | $79,856+80.3% |
| Participation rate | 96.8% | 69.2%+27.6pp | 81.9%+14.8pp | 69.6%+27.1pp |
| Annual return | 11.13% | 24.20%-13.1pp | 151.12%-140.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $4,525 | $3,257+39.0% | $5,011-9.7% | $2,471+83.1% |
| Participant deferral / active EE | $3,125 | $3,237-3.4% | $5,202-39.9% | $3,741-16.5% |
| Admin fee / account holder | $4,947 | $6,748-26.7% | $13,987-64.6% | $5,306-6.8% |