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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 | $141,675 | $77,638+82.5% | $156,551-9.5% | $62,881+125.3% |
| Participation rate | 97.4% | 71.2%+26.2pp | 84.0%+13.4pp | 69.3%+28.1pp |
| Annual return | 9.73% | 50.33%-40.6pp | 32.23%-22.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $5,729 | $3,444+66.3% | $5,501+4.1% | $2,281+151.2% |
| Participant deferral / active EE | $4,121 | $3,046+35.3% | $4,871-15.4% | $3,203+28.7% |
| Admin fee / account holder | $4,541 | $5,561-18.4% | $13,028-65.1% | $4,296+5.7% |