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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 | $141,893 | $75,541+87.8% | $152,093-6.7% | $82,637+71.7% |
| Participation rate | 90.3% | 66.5%+23.8pp | 77.8%+12.6pp | 68.1%+22.3pp |
| Annual return | 18.04% | 32.56%-14.5pp | 66.36%-48.3pp | 53.51%-35.5pp |
| Employer contribution / active EE | $3,638 | $2,622+38.7% | $4,175-12.9% | $2,552+42.5% |
| Participant deferral / active EE | $15,737 | $3,206+390.9% | $5,451+188.7% | $4,126+281.4% |
| Admin fee / account holder | $9,866 | $6,405+54.0% | $14,497-31.9% | $7,339+34.4% |