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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 | $148,699 | $76,407+94.6% | $150,298-1.1% | $82,448+80.4% |
| Participation rate | 96.9% | 66.4%+30.5pp | 77.8%+19.1pp | 68.1%+28.8pp |
| Annual return | 15.42% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $10,124 | $2,614+287.3% | $4,154+143.7% | $2,551+296.9% |
| Participant deferral / active EE | $7,274 | $3,214+126.3% | $5,453+33.4% | $4,139+75.7% |
| Admin fee / account holder | $7,173 | $6,352+12.9% | $14,116-49.2% | $7,234-0.9% |