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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 | $160,272 | $89,364+79.3% | $141,177+13.5% | $72,983+119.6% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 21.09% | 111.86%-90.8pp | 71.40%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $3,053 | $3,115-2.0% | $4,736-35.5% | $2,440+25.1% |
| Participant deferral / active EE | $7,759 | $5,419+43.2% | $6,710+15.6% | $3,608+115.1% |
| Admin fee / account holder | $5,022 | $5,959-15.7% | $10,263-51.1% | $5,124-2.0% |