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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 | $148,450 | $77,638+91.2% | $156,551-5.2% | $62,881+136.1% |
| Participation rate | 98.6% | 71.2%+27.4pp | 84.0%+14.6pp | 69.3%+29.3pp |
| Annual return | 5.51% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $7,890 | $3,444+129.1% | $5,501+43.4% | $2,281+245.9% |
| Participant deferral / active EE | $2,173 | $3,046-28.6% | $4,871-55.4% | $3,203-32.1% |
| Admin fee / account holder | $4,338 | $5,561-22.0% | $13,028-66.7% | $4,296+1.0% |