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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 | $159,831 | $84,236+89.7% | $170,435-6.2% | $70,126+127.9% |
| Participation rate | 80.6% | 70.8%+9.8pp | 83.6%-3.0pp | 69.5%+11.1pp |
| Annual return | 16.74% | 23.06%-6.3pp | 205.94%-189.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $7,906 | $3,387+133.4% | $5,432+45.5% | $2,343+237.5% |
| Participant deferral / active EE | $4,517 | $3,086+46.4% | $4,939-8.5% | $3,332+35.6% |
| Admin fee / account holder | $1,522 | $5,698-73.3% | $13,881-89.0% | $4,645-67.2% |