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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 | $148,344 | $109,359+35.6% | $162,171-8.5% | $72,983+103.3% |
| Participation rate | 75.3% | 84.3%-8.9pp | 87.6%-12.2pp | 69.5%+5.9pp |
| Annual return | 24.84% | 25.46%-0.6pp | 115.60%-90.8pp | 81.01%-56.2pp |
| Employer contribution / active EE | $6,244 | $3,907+59.8% | $5,613+11.2% | $2,440+155.9% |
| Participant deferral / active EE | $13,687 | $5,481+149.7% | $7,297+87.6% | $3,608+279.4% |
| Admin fee / account holder | $5,961 | $7,972-25.2% | $10,843-45.0% | $5,124+16.3% |