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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 | $147,027 | $93,589+57.1% | $135,942+8.2% | $75,181+95.6% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.0pp | 67.2%+16.8pp |
| Annual return | 22.48% | 30.90%-8.4pp | 68.28%-45.8pp | 160.69%-138.2pp |
| Employer contribution / active EE | $3,828 | $3,537+8.2% | $4,858-21.2% | $2,671+43.3% |
| Participant deferral / active EE | $9,126 | $6,405+42.5% | $7,759+17.6% | $4,126+121.2% |
| Admin fee / account holder | $8,076 | $6,977+15.7% | $10,764-25.0% | $5,650+42.9% |