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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 | $143,038 | $89,370+60.1% | $141,197+1.3% | $72,976+96.0% |
| Participation rate | 76.7% | 75.1%+1.6pp | 82.5%-5.8pp | 69.5%+7.2pp |
| Annual return | 22.65% | 111.88%-89.2pp | 71.41%-48.8pp | 81.02%-58.4pp |
| Employer contribution / active EE | $3,676 | $3,115+18.0% | $4,736-22.4% | $2,440+50.6% |
| Participant deferral / active EE | $7,723 | $5,419+42.5% | $6,710+15.1% | $3,608+114.1% |
| Admin fee / account holder | $700 | $5,957-88.3% | $10,265-93.2% | $5,124-86.3% |