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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 | $141,410 | $105,284+34.3% | $150,734-6.2% | $94,015+50.4% |
| Participation rate | 95.5% | 71.7%+23.8pp | 78.4%+17.1pp | 70.8%+24.7pp |
| Annual return | 15.43% | 15.67%-0.2pp | 600.81%-585.4pp | 17.84%-2.4pp |
| Employer contribution / active EE | $4,077 | $3,599+13.3% | $4,918-17.1% | $2,790+46.1% |
| Participant deferral / active EE | $5,706 | $4,274+33.5% | $5,610+1.7% | $4,249+34.3% |
| Admin fee / account holder | $17,662 | $9,839+79.5% | $14,905+18.5% | $8,951+97.3% |