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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 | $144,810 | $77,638+86.5% | $156,551-7.5% | $62,881+130.3% |
| Participation rate | 88.5% | 71.2%+17.3pp | 84.0%+4.4pp | 69.3%+19.2pp |
| Annual return | 5.02% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $7,430 | $3,444+115.8% | $5,501+35.1% | $2,281+225.8% |
| Participant deferral / active EE | $5,796 | $3,046+90.3% | $4,871+19.0% | $3,203+81.0% |
| Admin fee / account holder | $6,851 | $5,561+23.2% | $13,028-47.4% | $4,296+59.5% |