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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 | $152,862 | $65,395+133.8% | $182,540-16.3% | $72,975+109.5% |
| Participation rate | 94.0% | 65.4%+28.6pp | 78.0%+16.1pp | 69.5%+24.5pp |
| Annual return | 36.80% | 27.68%+9.1pp | 148.58%-111.8pp | 81.01%-44.2pp |
| Employer contribution / active EE | $14,886 | $1,911+678.9% | $4,076+265.2% | $2,440+510.1% |
| Participant deferral / active EE | $2,367 | $3,563-33.6% | $5,525-57.2% | $3,608-34.4% |
| Admin fee / account holder | $9,055 | $4,245+113.3% | $8,593+5.4% | $5,124+76.7% |