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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 | $147,293 | $76,407+92.8% | $150,298-2.0% | $82,448+78.6% |
| Participation rate | 91.4% | 66.4%+25.0pp | 77.8%+13.7pp | 68.1%+23.4pp |
| Annual return | 13.71% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $5,457 | $2,614+108.7% | $4,154+31.4% | $2,551+113.9% |
| Participant deferral / active EE | $4,498 | $3,214+39.9% | $5,453-17.5% | $4,139+8.7% |
| Admin fee / account holder | $955 | $6,352-85.0% | $14,116-93.2% | $7,234-86.8% |