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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 | $144,931 | $87,060+66.5% | $105,591+37.3% | $80,911+79.1% |
| Participation rate | 97.3% | 70.4%+26.9pp | 75.3%+22.0pp | 67.6%+29.6pp |
| Annual return | 16.26% | 17.05%-0.8pp | 116.43%-100.2pp | 35.63%-19.4pp |
| Employer contribution / active EE | $6,169 | $2,396+157.4% | $3,166+94.8% | $2,756+123.8% |
| Participant deferral / active EE | $4,607 | $3,986+15.6% | $5,008-8.0% | $4,297+7.2% |
| Admin fee / account holder | $3,052 | $8,442-63.8% | $11,024-72.3% | $6,935-56.0% |