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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 | $147,797 | $93,589+57.9% | $135,942+8.7% | $75,181+96.6% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 22.67% | 30.90%-8.2pp | 68.28%-45.6pp | 160.69%-138.0pp |
| Employer contribution / active EE | $3,209 | $3,537-9.3% | $4,858-33.9% | $2,671+20.2% |
| Participant deferral / active EE | $12,695 | $6,405+98.2% | $7,759+63.6% | $4,126+207.7% |
| Admin fee / account holder | $11,070 | $6,977+58.7% | $10,764+2.8% | $5,650+95.9% |