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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 | $142,365 | $84,236+69.0% | $170,435-16.5% | $70,126+103.0% |
| Participation rate | 97.6% | 70.8%+26.8pp | 83.6%+14.0pp | 69.5%+28.1pp |
| Annual return | 14.79% | 23.06%-8.3pp | 205.94%-191.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $6,024 | $3,387+77.9% | $5,432+10.9% | $2,343+157.2% |
| Participant deferral / active EE | $5,730 | $3,086+85.7% | $4,939+16.0% | $3,332+72.0% |
| Admin fee / account holder | $6,563 | $5,698+15.2% | $13,881-52.7% | $4,645+41.3% |