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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 | $150,895 | $89,367+68.8% | $141,191+6.9% | $72,975+106.8% |
| Participation rate | 78.8% | 75.1%+3.7pp | 82.5%-3.7pp | 69.5%+9.3pp |
| Annual return | 19.88% | 111.87%-92.0pp | 71.41%-51.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $2,783 | $3,115-10.7% | $4,736-41.2% | $2,440+14.0% |
| Participant deferral / active EE | $6,073 | $5,419+12.1% | $6,710-9.5% | $3,608+68.3% |
| Admin fee / account holder | $5,537 | $5,957-7.0% | $10,264-46.1% | $5,124+8.1% |