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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 | $145,781 | $77,638+87.8% | $156,551-6.9% | $62,881+131.8% |
| Participation rate | 98.4% | 71.2%+27.2pp | 84.0%+14.4pp | 69.3%+29.1pp |
| Annual return | 5.55% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $6,338 | $3,444+84.1% | $5,501+15.2% | $2,281+177.9% |
| Participant deferral / active EE | $3,270 | $3,046+7.4% | $4,871-32.9% | $3,203+2.1% |
| Admin fee / account holder | $1,641 | $5,561-70.5% | $13,028-87.4% | $4,296-61.8% |