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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 | $151,376 | $89,367+69.4% | $141,191+7.2% | $72,975+107.4% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 22.06% | 111.87%-89.8pp | 71.41%-49.3pp | 81.01%-59.0pp |
| Employer contribution / active EE | $8,449 | $3,115+171.3% | $4,736+78.4% | $2,440+246.3% |
| Participant deferral / active EE | $6,722 | $5,419+24.1% | $6,710+0.2% | $3,608+86.3% |
| Admin fee / account holder | $1,466 | $5,957-75.4% | $10,264-85.7% | $5,124-71.4% |