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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 | $155,368 | $76,407+103.3% | $150,298+3.4% | $82,448+88.4% |
| Participation rate | 83.3% | 66.4%+16.9pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 14.69% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $6,246 | $2,614+139.0% | $4,154+50.4% | $2,551+144.9% |
| Participant deferral / active EE | $5,169 | $3,214+60.8% | $5,453-5.2% | $4,139+24.9% |
| Admin fee / account holder | $860 | $6,352-86.5% | $14,116-93.9% | $7,234-88.1% |