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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 | $146,222 | $93,617+56.2% | $135,982+7.5% | $75,177+94.5% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 67.2%+28.7pp |
| Annual return | 18.12% | 30.89%-12.8pp | 68.32%-50.2pp | 160.75%-142.6pp |
| Employer contribution / active EE | $4,223 | $3,538+19.4% | $4,859-13.1% | $2,671+58.1% |
| Participant deferral / active EE | $11,649 | $6,406+81.9% | $7,760+50.1% | $4,126+182.3% |
| Admin fee / account holder | $1,846 | $6,980-73.5% | $10,767-82.9% | $5,651-67.3% |