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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 | $144,985 | $77,908+86.1% | $149,696-3.1% | $75,173+92.9% |
| Participation rate | 95.9% | 65.6%+30.3pp | 78.8%+17.1pp | 67.2%+28.7pp |
| Annual return | 21.63% | 31.73%-10.1pp | 134.46%-112.8pp | 160.72%-139.1pp |
| Employer contribution / active EE | $5,215 | $3,138+66.2% | $4,821+8.2% | $2,671+95.3% |
| Participant deferral / active EE | $6,069 | $3,411+77.9% | $5,682+6.8% | $4,126+47.1% |
| Admin fee / account holder | $15,766 | $5,950+165.0% | $13,212+19.3% | $5,651+179.0% |