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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 | $142,739 | $56,063+154.6% | $76,051+87.7% | $80,911+76.4% |
| Participation rate | 85.7% | 62.0%+23.7pp | 69.1%+16.6pp | 67.6%+18.1pp |
| Annual return | 14.53% | 20.54%-6.0pp | 360.42%-345.9pp | 35.63%-21.1pp |
| Employer contribution / active EE | $2,731 | $1,874+45.7% | $2,690+1.5% | $2,756-0.9% |
| Participant deferral / active EE | $4,703 | $3,052+54.1% | $4,257+10.5% | $4,297+9.4% |
| Admin fee / account holder | $8,306 | $5,240+58.5% | $6,416+29.5% | $6,935+19.8% |