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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 | $146,810 | $81,358+80.4% | $155,556-5.6% | $80,959+81.3% |
| Participation rate | 83.6% | 66.3%+17.4pp | 78.2%+5.4pp | 67.7%+16.0pp |
| Annual return | 10.91% | 33.39%-22.5pp | 64.84%-53.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $6,682 | $3,106+115.1% | $4,675+42.9% | $2,757+142.4% |
| Participant deferral / active EE | $5,996 | $3,455+73.5% | $5,631+6.5% | $4,300+39.4% |
| Admin fee / account holder | $2,419 | $7,994-69.7% | $15,885-84.8% | $6,925-65.1% |