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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 | $139,678 | $84,236+65.8% | $170,435-18.0% | $70,126+99.2% |
| Participation rate | 90.9% | 70.8%+20.1pp | 83.6%+7.3pp | 69.5%+21.4pp |
| Annual return | 14.24% | 23.06%-8.8pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $7,479 | $3,387+120.8% | $5,432+37.7% | $2,343+219.3% |
| Participant deferral / active EE | $4,963 | $3,086+60.8% | $4,939+0.5% | $3,332+48.9% |
| Admin fee / account holder | $8,009 | $5,698+40.6% | $13,881-42.3% | $4,645+72.4% |