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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 | $141,730 | $77,920+81.9% | $149,723-5.3% | $75,177+88.5% |
| Participation rate | 98.9% | 65.6%+33.3pp | 78.8%+20.1pp | 67.2%+31.7pp |
| Annual return | 13.72% | 31.72%-18.0pp | 134.50%-120.8pp | 160.75%-147.0pp |
| Employer contribution / active EE | $5,326 | $3,138+69.7% | $4,821+10.5% | $2,671+99.4% |
| Participant deferral / active EE | $5,205 | $3,411+52.6% | $5,682-8.4% | $4,126+26.1% |
| Admin fee / account holder | $16,578 | $5,951+178.6% | $13,215+25.5% | $5,651+193.4% |