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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 | $75,541+88.1% | $152,093-6.6% | $82,637+72.0% |
| Participation rate | 88.2% | 66.5%+21.7pp | 77.8%+10.5pp | 68.1%+20.2pp |
| Annual return | 21.52% | 32.56%-11.0pp | 66.36%-44.8pp | 53.51%-32.0pp |
| Employer contribution / active EE | $4,804 | $2,622+83.2% | $4,175+15.1% | $2,552+88.2% |
| Participant deferral / active EE | $6,455 | $3,206+101.4% | $5,451+18.4% | $4,126+56.4% |
| Admin fee / account holder | $2,668 | $6,405-58.3% | $14,497-81.6% | $7,339-63.6% |