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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 | $152,909 | $58,099+163.2% | $76,902+98.8% | $75,177+103.4% |
| Participation rate | 80.0% | 63.9%+16.1pp | 69.6%+10.4pp | 67.2%+12.8pp |
| Annual return | 18.74% | 26.71%-8.0pp | 37.91%-19.2pp | 160.75%-142.0pp |
| Employer contribution / active EE | $4,340 | $1,996+117.5% | $2,534+71.3% | $2,671+62.5% |
| Participant deferral / active EE | $3,162 | $2,999+5.4% | $3,833-17.5% | $4,126-23.4% |
| Admin fee / account holder | $3,554 | $4,778-25.6% | $5,479-35.1% | $5,651-37.1% |