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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 | $167,649 | $89,370+87.6% | $141,197+18.7% | $72,976+129.7% |
| Participation rate | 83.7% | 75.1%+8.6pp | 82.5%+1.2pp | 69.5%+14.2pp |
| Annual return | 24.05% | 111.88%-87.8pp | 71.41%-47.4pp | 81.02%-57.0pp |
| Employer contribution / active EE | $3,548 | $3,115+13.9% | $4,736-25.1% | $2,440+45.4% |
| Participant deferral / active EE | $5,493 | $5,419+1.4% | $6,710-18.1% | $3,608+52.3% |
| Admin fee / account holder | $6,041 | $5,957+1.4% | $10,265-41.2% | $5,124+17.9% |