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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 | $158,908 | $89,370+77.8% | $141,197+12.5% | $72,976+117.8% |
| Participation rate | 93.8% | 75.1%+18.6pp | 82.5%+11.3pp | 69.5%+24.3pp |
| Annual return | 20.65% | 111.88%-91.2pp | 71.41%-50.8pp | 81.02%-60.4pp |
| Employer contribution / active EE | $3,399 | $3,115+9.1% | $4,736-28.2% | $2,440+39.3% |
| Participant deferral / active EE | $8,726 | $5,419+61.0% | $6,710+30.0% | $3,608+141.9% |
| Admin fee / account holder | $3,812 | $5,957-36.0% | $10,265-62.9% | $5,124-25.6% |