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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 | $151,766 | $85,171+78.2% | $172,752-12.1% | $72,975+108.0% |
| Participation rate | 92.4% | 70.1%+22.3pp | 82.6%+9.8pp | 69.5%+22.9pp |
| Annual return | 21.06% | 27.32%-6.3pp | 802.97%-781.9pp | 81.01%-59.9pp |
| Employer contribution / active EE | $5,444 | $3,324+63.8% | $5,144+5.8% | $2,440+123.1% |
| Participant deferral / active EE | $4,277 | $3,260+31.2% | $5,198-17.7% | $3,608+18.6% |
| Admin fee / account holder | $5,816 | $5,880-1.1% | $13,955-58.3% | $5,124+13.5% |