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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 | $143,518 | $89,367+60.6% | $141,191+1.6% | $72,975+96.7% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 22.31% | 111.87%-89.6pp | 71.41%-49.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $2,618 | $3,115-15.9% | $4,736-44.7% | $2,440+7.3% |
| Participant deferral / active EE | $6,401 | $5,419+18.1% | $6,710-4.6% | $3,608+77.4% |
| Admin fee / account holder | $21,147 | $5,957+255.0% | $10,264+106.0% | $5,124+312.7% |