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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 | $142,549 | $89,370+59.5% | $141,197+1.0% | $72,976+95.3% |
| Participation rate | 78.1% | 75.1%+3.0pp | 82.5%-4.4pp | 69.5%+8.6pp |
| Annual return | 21.94% | 111.88%-89.9pp | 71.41%-49.5pp | 81.02%-59.1pp |
| Employer contribution / active EE | $4,213 | $3,115+35.3% | $4,736-11.0% | $2,440+72.7% |
| Participant deferral / active EE | $11,774 | $5,419+117.3% | $6,710+75.5% | $3,608+226.4% |
| Admin fee / account holder | $17,139 | $5,957+187.7% | $10,265+67.0% | $5,124+234.5% |