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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 | $159,223 | $89,370+78.2% | $141,197+12.8% | $72,976+118.2% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 20.15% | 111.88%-91.7pp | 71.41%-51.3pp | 81.02%-60.9pp |
| Employer contribution / active EE | $4,487 | $3,115+44.1% | $4,736-5.3% | $2,440+83.9% |
| Participant deferral / active EE | $6,966 | $5,419+28.6% | $6,710+3.8% | $3,608+93.1% |
| Admin fee / account holder | $4,771 | $5,957-19.9% | $10,265-53.5% | $5,124-6.9% |