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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 | $149,259 | $89,364+67.0% | $141,177+5.7% | $72,983+104.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 26.40% | 111.86%-85.5pp | 71.40%-45.0pp | 81.01%-54.6pp |
| Employer contribution / active EE | $3,274 | $3,115+5.1% | $4,736-30.9% | $2,440+34.2% |
| Participant deferral / active EE | $8,048 | $5,419+48.5% | $6,710+19.9% | $3,608+123.1% |
| Admin fee / account holder | $2,383 | $5,959-60.0% | $10,263-76.8% | $5,124-53.5% |