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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 | $157,553 | $89,370+76.3% | $141,197+11.6% | $72,976+115.9% |
| Participation rate | 76.3% | 75.1%+1.2pp | 82.5%-6.2pp | 69.5%+6.8pp |
| Annual return | 20.28% | 111.88%-91.6pp | 71.41%-51.1pp | 81.02%-60.7pp |
| Employer contribution / active EE | $3,107 | $3,115-0.3% | $4,736-34.4% | $2,440+27.3% |
| Participant deferral / active EE | $5,700 | $5,419+5.2% | $6,710-15.1% | $3,608+58.0% |
| Admin fee / account holder | $1,994 | $5,957-66.5% | $10,265-80.6% | $5,124-61.1% |