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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 | $156,784 | $77,920+101.2% | $149,723+4.7% | $75,177+108.6% |
| Participation rate | 82.1% | 65.6%+16.6pp | 78.8%+3.4pp | 67.2%+14.9pp |
| Annual return | 22.73% | 31.72%-9.0pp | 134.50%-111.8pp | 160.75%-138.0pp |
| Employer contribution / active EE | $4,128 | $3,138+31.5% | $4,821-14.4% | $2,671+54.6% |
| Participant deferral / active EE | $8,095 | $3,411+137.3% | $5,682+42.5% | $4,126+96.2% |
| Admin fee / account holder | $34,472 | $5,951+479.3% | $13,215+160.9% | $5,651+510.0% |