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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 | $142,678 | $89,367+59.7% | $141,191+1.1% | $72,975+95.5% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.5%+15.9pp | 69.5%+28.9pp |
| Annual return | 25.02% | 111.87%-86.8pp | 71.41%-46.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $3,103 | $3,115-0.4% | $4,736-34.5% | $2,440+27.1% |
| Participant deferral / active EE | $5,821 | $5,419+7.4% | $6,710-13.2% | $3,608+61.4% |
| Admin fee / account holder | $11,158 | $5,957+87.3% | $10,264+8.7% | $5,124+117.8% |