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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 | $153,139 | $77,920+96.5% | $149,723+2.3% | $75,177+103.7% |
| Participation rate | 97.4% | 65.6%+31.8pp | 78.8%+18.6pp | 67.2%+30.2pp |
| Annual return | 18.03% | 31.72%-13.7pp | 134.50%-116.5pp | 160.75%-142.7pp |
| Employer contribution / active EE | $7,268 | $3,138+131.6% | $4,821+50.7% | $2,671+172.1% |
| Participant deferral / active EE | $6,958 | $3,411+104.0% | $5,682+22.4% | $4,126+68.6% |
| Admin fee / account holder | $1,764 | $5,951-70.4% | $13,215-86.7% | $5,651-68.8% |