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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 | $142,106 | $76,407+86.0% | $150,298-5.5% | $82,448+72.4% |
| Participation rate | 88.2% | 66.4%+21.8pp | 77.8%+10.5pp | 68.1%+20.2pp |
| Annual return | 21.52% | 39.99%-18.5pp | 62.79%-41.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $4,804 | $2,614+83.8% | $4,154+15.6% | $2,551+88.3% |
| Participant deferral / active EE | $6,455 | $3,214+100.8% | $5,453+18.4% | $4,139+55.9% |
| Admin fee / account holder | $2,668 | $6,352-58.0% | $14,116-81.1% | $7,234-63.1% |