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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 | $146,516 | $89,367+63.9% | $141,191+3.8% | $72,975+100.8% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+15.0pp | 69.5%+27.9pp |
| Annual return | 20.64% | 111.87%-91.2pp | 71.41%-50.8pp | 81.01%-60.4pp |
| Employer contribution / active EE | $5,282 | $3,115+69.6% | $4,736+11.5% | $2,440+116.4% |
| Participant deferral / active EE | $6,958 | $5,419+28.4% | $6,710+3.7% | $3,608+92.9% |
| Admin fee / account holder | $9,255 | $5,957+55.4% | $10,264-9.8% | $5,124+80.6% |