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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 | $157,900 | $89,367+76.7% | $141,191+11.8% | $72,975+116.4% |
| Participation rate | 89.8% | 75.1%+14.7pp | 82.5%+7.4pp | 69.5%+20.3pp |
| Annual return | 20.94% | 111.87%-90.9pp | 71.41%-50.5pp | 81.01%-60.1pp |
| Employer contribution / active EE | $3,002 | $3,115-3.6% | $4,736-36.6% | $2,440+23.0% |
| Participant deferral / active EE | $7,979 | $5,419+47.2% | $6,710+18.9% | $3,608+121.2% |
| Admin fee / account holder | $5,888 | $5,957-1.2% | $10,264-42.6% | $5,124+14.9% |