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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 | $157,475 | $93,598+68.2% | $135,974+15.8% | $75,173+109.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 19.10% | 30.89%-11.8pp | 68.30%-49.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $4,548 | $3,538+28.6% | $4,859-6.4% | $2,671+70.3% |
| Participant deferral / active EE | $14,418 | $6,405+125.1% | $7,760+85.8% | $4,126+249.4% |
| Admin fee / account holder | $5,836 | $6,978-16.4% | $10,767-45.8% | $5,651+3.3% |