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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 | $142,176 | $109,359+30.0% | $162,185-12.3% | $72,976+94.8% |
| Participation rate | 86.5% | 84.3%+2.3pp | 87.6%-1.0pp | 69.5%+17.0pp |
| Annual return | 20.80% | 25.46%-4.7pp | 115.61%-94.8pp | 81.02%-60.2pp |
| Employer contribution / active EE | $7,578 | $3,907+93.9% | $5,613+35.0% | $2,440+210.6% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,189 | $7,972-85.1% | $10,844-89.0% | $5,124-76.8% |