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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 | $177,418 | $85,171+108.3% | $172,753+2.7% | $72,976+143.1% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 21.59% | 27.32%-5.7pp | 803.00%-781.4pp | 81.02%-59.4pp |
| Employer contribution / active EE | $2,052 | $3,324-38.3% | $5,144-60.1% | $2,440-15.9% |
| Participant deferral / active EE | $3,779 | $3,260+15.9% | $5,198-27.3% | $3,608+4.7% |
| Admin fee / account holder | $786 | $5,880-86.6% | $13,956-94.4% | $5,124-84.7% |