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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 | $148,103 | $89,370+65.7% | $141,197+4.9% | $72,976+102.9% |
| Participation rate | 90.9% | 75.1%+15.8pp | 82.5%+8.4pp | 69.5%+21.4pp |
| Annual return | 25.56% | 111.88%-86.3pp | 71.41%-45.8pp | 81.02%-55.5pp |
| Employer contribution / active EE | $3,814 | $3,115+22.4% | $4,736-19.5% | $2,440+56.3% |
| Participant deferral / active EE | $8,070 | $5,419+48.9% | $6,710+20.3% | $3,608+123.7% |
| Admin fee / account holder | $679 | $5,957-88.6% | $10,265-93.4% | $5,124-86.8% |