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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 | $138,147 | $91,179+51.5% | $178,499-22.6% | $79,852+73.0% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 14.81% | 24.19%-9.4pp | 151.10%-136.3pp | 31.72%-16.9pp |
| Employer contribution / active EE | $4,579 | $3,256+40.6% | $5,011-8.6% | $2,471+85.3% |
| Participant deferral / active EE | $4,850 | $3,236+49.9% | $5,202-6.8% | $3,740+29.7% |
| Admin fee / account holder | $4,421 | $6,749-34.5% | $13,986-68.4% | $5,306-16.7% |