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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 | $135,161 | $91,179+48.2% | $178,499-24.3% | $79,852+69.3% |
| Participation rate | 98.8% | 69.2%+29.6pp | 81.9%+16.9pp | 69.6%+29.2pp |
| Annual return | 19.34% | 24.19%-4.9pp | 151.10%-131.8pp | 31.72%-12.4pp |
| Employer contribution / active EE | $3,382 | $3,256+3.9% | $5,011-32.5% | $2,471+36.9% |
| Participant deferral / active EE | $4,741 | $3,236+46.5% | $5,202-8.9% | $3,740+26.7% |
| Admin fee / account holder | $11,218 | $6,749+66.2% | $13,986-19.8% | $5,306+111.4% |