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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 | $146,557 | $98,776+48.4% | $149,745-2.1% | $79,856+83.5% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.5pp |
| Annual return | 14.25% | 27.38%-13.1pp | 276.72%-262.5pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,743 | $3,217-14.7% | $4,646-41.0% | $2,471+11.0% |
| Participant deferral / active EE | $6,995 | $5,681+23.1% | $6,843+2.2% | $3,741+87.0% |
| Admin fee / account holder | $7,574 | $6,053+25.1% | $9,312-18.7% | $5,306+42.7% |