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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 | $144,041 | $78,423+83.7% | $95,964+50.1% | $79,856+80.4% |
| Participation rate | 97.7% | 73.5%+24.2pp | 77.1%+20.6pp | 69.6%+28.0pp |
| Annual return | 18.63% | 19.37%-0.7pp | 91.64%-73.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,326 | $1,945+19.5% | $2,541-8.5% | $2,471-5.9% |
| Participant deferral / active EE | $4,912 | $3,440+42.8% | $4,167+17.9% | $3,741+31.3% |
| Admin fee / account holder | $1,914 | $5,622-65.9% | $6,797-71.8% | $5,306-63.9% |