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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 | $154,720 | $91,198+69.7% | $178,503-13.3% | $79,856+93.7% |
| Participation rate | 89.5% | 69.2%+20.3pp | 81.9%+7.5pp | 69.6%+19.8pp |
| Annual return | 12.50% | 24.20%-11.7pp | 151.12%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $3,940 | $3,257+21.0% | $5,011-21.4% | $2,471+59.4% |
| Participant deferral / active EE | $4,216 | $3,237+30.3% | $5,202-19.0% | $3,741+12.7% |
| Admin fee / account holder | $1,101 | $6,748-83.7% | $13,987-92.1% | $5,306-79.2% |