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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 | $148,412 | $78,428+89.2% | $95,960+54.7% | $79,852+85.9% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.5pp | 69.6%+25.0pp |
| Annual return | 11.59% | 19.37%-7.8pp | 91.63%-80.0pp | 31.72%-20.1pp |
| Employer contribution / active EE | $3,921 | $1,945+101.6% | $2,541+54.3% | $2,471+58.7% |
| Participant deferral / active EE | $7,719 | $3,440+124.4% | $4,167+85.3% | $3,740+106.4% |
| Admin fee / account holder | $27,951 | $5,622+397.2% | $6,797+311.2% | $5,306+426.8% |