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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 | $152,513 | $108,825+40.1% | $156,181-2.3% | $82,448+85.0% |
| Participation rate | 71.7% | 72.4%-0.6pp | 78.8%-7.1pp | 68.1%+3.7pp |
| Annual return | 16.46% | 20.59%-4.1pp | 64.87%-48.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,393 | $2,870+53.1% | $4,294+2.3% | $2,551+72.2% |
| Participant deferral / active EE | $7,088 | $4,577+54.9% | $6,132+15.6% | $4,139+71.2% |
| Admin fee / account holder | $22,654 | $9,341+142.5% | $14,586+55.3% | $7,234+213.1% |