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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 | $152,887 | $93,598+63.3% | $135,974+12.4% | $75,173+103.4% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.5pp | 67.2%+21.3pp |
| Annual return | 19.56% | 30.89%-11.3pp | 68.30%-48.7pp | 160.72%-141.2pp |
| Employer contribution / active EE | $4,426 | $3,538+25.1% | $4,859-8.9% | $2,671+65.7% |
| Participant deferral / active EE | $12,385 | $6,405+93.3% | $7,760+59.6% | $4,126+200.1% |
| Admin fee / account holder | $22,715 | $6,978+225.5% | $10,767+111.0% | $5,651+302.0% |