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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 | $78,690+87.2% | $161,489-8.8% | $87,485+68.4% |
| Participation rate | 91.4% | 67.5%+24.0pp | 78.7%+12.7pp | 68.9%+22.5pp |
| Annual return | 13.71% | 32.74%-19.0pp | 89.72%-76.0pp | 26.06%-12.3pp |
| Employer contribution / active EE | $5,457 | $2,588+110.8% | $4,268+27.8% | $2,596+110.2% |
| Participant deferral / active EE | $4,498 | $3,311+35.8% | $5,630-20.1% | $4,274+5.2% |
| Admin fee / account holder | $955 | $6,724-85.8% | $16,006-94.0% | $7,775-87.7% |