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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 | $179,488 | $89,370+100.8% | $141,197+27.1% | $72,976+146.0% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.5%+15.0pp | 69.5%+28.0pp |
| Annual return | 21.50% | 111.88%-90.4pp | 71.41%-49.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $5,972 | $3,115+91.7% | $4,736+26.1% | $2,440+144.7% |
| Participant deferral / active EE | $6,572 | $5,419+21.3% | $6,710-2.1% | $3,608+82.2% |
| Admin fee / account holder | $1,638 | $5,957-72.5% | $10,265-84.0% | $5,124-68.0% |