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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 | $148,603 | $78,707+88.8% | $117,861+26.1% | $70,126+111.9% |
| Participation rate | 81.6% | 73.2%+8.4pp | 79.7%+2.0pp | 69.5%+12.1pp |
| Annual return | 16.88% | 23.30%-6.4pp | 335.11%-318.2pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,425 | $2,223-35.9% | $3,786-62.4% | $2,343-39.2% |
| Participant deferral / active EE | $5,190 | $3,297+57.4% | $4,482+15.8% | $3,332+55.8% |
| Admin fee / account holder | $5,005 | $5,066-1.2% | $8,021-37.6% | $4,645+7.7% |