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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 | $146,059 | $76,407+91.2% | $150,298-2.8% | $82,448+77.2% |
| Participation rate | 91.9% | 66.4%+25.5pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 20.22% | 39.99%-19.8pp | 62.79%-42.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $7,538 | $2,614+188.4% | $4,154+81.5% | $2,551+195.5% |
| Participant deferral / active EE | $6,003 | $3,214+86.8% | $5,453+10.1% | $4,139+45.0% |
| Admin fee / account holder | $4,936 | $6,352-22.3% | $14,116-65.0% | $7,234-31.8% |