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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 | $162,839 | $89,367+82.2% | $141,191+15.3% | $72,975+123.1% |
| Participation rate | 89.1% | 75.1%+14.0pp | 82.5%+6.7pp | 69.5%+19.6pp |
| Annual return | 23.15% | 111.87%-88.7pp | 71.41%-48.3pp | 81.01%-57.9pp |
| Employer contribution / active EE | $5,781 | $3,115+85.6% | $4,736+22.1% | $2,440+136.9% |
| Participant deferral / active EE | $12,693 | $5,419+134.2% | $6,710+89.2% | $3,608+251.8% |
| Admin fee / account holder | $7,262 | $5,957+21.9% | $10,264-29.3% | $5,124+41.7% |