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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 | $137,267 | $84,236+63.0% | $170,435-19.5% | $70,126+95.7% |
| Participation rate | 98.6% | 70.8%+27.7pp | 83.6%+15.0pp | 69.5%+29.0pp |
| Annual return | 14.83% | 23.06%-8.2pp | 205.94%-191.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $4,332 | $3,387+27.9% | $5,432-20.2% | $2,343+84.9% |
| Participant deferral / active EE | $3,868 | $3,086+25.3% | $4,939-21.7% | $3,332+16.1% |
| Admin fee / account holder | $5,174 | $5,698-9.2% | $13,881-62.7% | $4,645+11.4% |