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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 | $158,700 | $89,367+77.6% | $141,191+12.4% | $72,975+117.5% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.7pp | 69.5%+20.7pp |
| Annual return | 24.88% | 111.87%-87.0pp | 71.41%-46.5pp | 81.01%-56.1pp |
| Employer contribution / active EE | $2,452 | $3,115-21.3% | $4,736-48.2% | $2,440+0.5% |
| Participant deferral / active EE | $8,228 | $5,419+51.8% | $6,710+22.6% | $3,608+128.1% |
| Admin fee / account holder | $11,913 | $5,957+100.0% | $10,264+16.1% | $5,124+132.5% |