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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 | $171,984 | $89,367+92.4% | $141,191+21.8% | $72,975+135.7% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.5%+14.0pp | 69.5%+26.9pp |
| Annual return | 25.61% | 111.87%-86.3pp | 71.41%-45.8pp | 81.01%-55.4pp |
| Employer contribution / active EE | $1,962 | $3,115-37.0% | $4,736-58.6% | $2,440-19.6% |
| Participant deferral / active EE | $8,932 | $5,419+64.8% | $6,710+33.1% | $3,608+147.6% |
| Admin fee / account holder | $2,335 | $5,957-60.8% | $10,264-77.2% | $5,124-54.4% |