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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 | $208,101 | $89,370+132.9% | $141,197+47.4% | $72,976+185.2% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 20.85% | 111.88%-91.0pp | 71.41%-50.6pp | 81.02%-60.2pp |
| Employer contribution / active EE | $1,876 | $3,115-39.8% | $4,736-60.4% | $2,440-23.1% |
| Participant deferral / active EE | $7,504 | $5,419+38.5% | $6,710+11.8% | $3,608+108.0% |
| Admin fee / account holder | $5,130 | $5,957-13.9% | $10,265-50.0% | $5,124+0.1% |