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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 | $156,342 | $65,566+138.5% | $86,235+81.3% | $75,177+108.0% |
| Participation rate | 97.8% | 60.5%+37.3pp | 69.0%+28.8pp | 67.2%+30.6pp |
| Annual return | 18.10% | 46.07%-28.0pp | 1170.03%-1151.9pp | 160.75%-142.7pp |
| Employer contribution / active EE | $3,287 | $1,553+111.6% | $2,381+38.0% | $2,671+23.1% |
| Participant deferral / active EE | $7,609 | $3,023+151.7% | $3,987+90.8% | $4,126+84.4% |
| Admin fee / account holder | $4,761 | $5,470-13.0% | $6,856-30.5% | $5,651-15.8% |