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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 | $141,833 | $84,236+68.4% | $170,435-16.8% | $70,126+102.3% |
| Participation rate | 89.8% | 70.8%+19.0pp | 83.6%+6.2pp | 69.5%+20.3pp |
| Annual return | 18.53% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $5,198 | $3,387+53.5% | $5,432-4.3% | $2,343+121.9% |
| Participant deferral / active EE | $3,736 | $3,086+21.1% | $4,939-24.4% | $3,332+12.1% |
| Admin fee / account holder | $4,420 | $5,698-22.4% | $13,881-68.2% | $4,645-4.9% |