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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 | $138,415 | $84,236+64.3% | $170,439-18.8% | $70,124+97.4% |
| Participation rate | 97.4% | 70.8%+26.5pp | 83.6%+13.8pp | 69.5%+27.8pp |
| Annual return | 23.81% | 23.06%+0.7pp | 205.94%-182.1pp | 73.14%-49.3pp |
| Employer contribution / active EE | $5,357 | $3,387+58.1% | $5,433-1.4% | $2,342+128.7% |
| Participant deferral / active EE | $6,587 | $3,086+113.4% | $4,939+33.3% | $3,332+97.7% |
| Admin fee / account holder | $6,876 | $5,698+20.7% | $13,881-50.5% | $4,645+48.0% |