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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 | $152,913 | $93,617+63.3% | $135,982+12.5% | $75,177+103.4% |
| Participation rate | 90.2% | 75.2%+15.0pp | 81.9%+8.3pp | 67.2%+23.0pp |
| Annual return | 15.61% | 30.89%-15.3pp | 68.32%-52.7pp | 160.75%-145.1pp |
| Employer contribution / active EE | $4,341 | $3,538+22.7% | $4,859-10.7% | $2,671+62.5% |
| Participant deferral / active EE | $8,759 | $6,406+36.7% | $7,760+12.9% | $4,126+112.3% |
| Admin fee / account holder | $833 | $6,980-88.1% | $10,767-92.3% | $5,651-85.3% |