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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 | $134,909 | $84,236+60.2% | $170,435-20.8% | $70,126+92.4% |
| Participation rate | 98.1% | 70.8%+27.2pp | 83.6%+14.5pp | 69.5%+28.5pp |
| Annual return | 16.26% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $4,302 | $3,387+27.0% | $5,432-20.8% | $2,343+83.6% |
| Participant deferral / active EE | $4,050 | $3,086+31.2% | $4,939-18.0% | $3,332+21.6% |
| Admin fee / account holder | $10,284 | $5,698+80.5% | $13,881-25.9% | $4,645+121.4% |