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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 | $148,989 | $85,171+74.9% | $172,752-13.8% | $72,975+104.2% |
| Participation rate | 72.4% | 70.1%+2.4pp | 82.6%-10.2pp | 69.5%+2.9pp |
| Annual return | 18.37% | 27.32%-9.0pp | 802.97%-784.6pp | 81.01%-62.6pp |
| Employer contribution / active EE | $887 | $3,324-73.3% | $5,144-82.8% | $2,440-63.6% |
| Participant deferral / active EE | $7,245 | $3,260+122.2% | $5,198+39.4% | $3,608+100.8% |
| Admin fee / account holder | $5,355 | $5,880-8.9% | $13,955-61.6% | $5,124+4.5% |