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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 | $152,717 | $93,346+63.6% | $71,796+112.7% | $273,970-44.3% |
| Participation rate | 89.5% | 76.5%+12.9pp | 69.1%+20.4pp | 83.0%+6.5pp |
| Annual return | 6.84% | 130.39%-123.5pp | 78.04%-71.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $1,535 | $2,733-43.9% | $1,924-20.3% | $4,869-68.5% |
| Participant deferral / active EE | $7,467 | $3,475+114.9% | $2,794+167.2% | $5,287+41.2% |
| Admin fee / account holder | $1,485 | $6,571-77.4% | $4,815-69.1% | $10,132-85.3% |