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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 | $147,834 | $89,367+65.4% | $141,191+4.7% | $72,975+102.6% |
| Participation rate | 90.8% | 75.1%+15.6pp | 82.5%+8.3pp | 69.5%+21.3pp |
| Annual return | 23.57% | 111.87%-88.3pp | 71.41%-47.8pp | 81.01%-57.4pp |
| Employer contribution / active EE | $2,812 | $3,115-9.7% | $4,736-40.6% | $2,440+15.2% |
| Participant deferral / active EE | $7,788 | $5,419+43.7% | $6,710+16.1% | $3,608+115.9% |
| Admin fee / account holder | $5,376 | $5,957-9.7% | $10,264-47.6% | $5,124+4.9% |