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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 | $156,745 | $106,749+46.8% | $145,433+7.8% | $82,448+90.1% |
| Participation rate | 94.6% | 75.6%+18.9pp | 82.1%+12.5pp | 68.1%+26.5pp |
| Annual return | 18.60% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $6,854 | $3,444+99.0% | $4,554+50.5% | $2,551+168.7% |
| Participant deferral / active EE | $14,806 | $6,519+127.1% | $7,897+87.5% | $4,139+257.7% |
| Admin fee / account holder | $6,582 | $8,390-21.5% | $13,129-49.9% | $7,234-9.0% |