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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 | $157,178 | $93,598+67.9% | $135,974+15.6% | $75,173+109.1% |
| Participation rate | 91.4% | 75.2%+16.2pp | 81.9%+9.5pp | 67.2%+24.2pp |
| Annual return | 18.35% | 30.89%-12.5pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $13,054 | $3,538+269.0% | $4,859+168.7% | $2,671+388.8% |
| Participant deferral / active EE | $13,082 | $6,405+104.2% | $7,760+68.6% | $4,126+217.0% |
| Admin fee / account holder | $854 | $6,978-87.8% | $10,767-92.1% | $5,651-84.9% |