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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 | $160,442 | $84,236+90.5% | $170,435-5.9% | $70,126+128.8% |
| Participation rate | 90.3% | 70.8%+19.5pp | 83.6%+6.7pp | 69.5%+20.8pp |
| Annual return | 13.19% | 23.06%-9.9pp | 205.94%-192.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $10,905 | $3,387+221.9% | $5,432+100.7% | $2,343+365.5% |
| Participant deferral / active EE | $10,267 | $3,086+232.7% | $4,939+107.8% | $3,332+208.1% |
| Admin fee / account holder | $7,690 | $5,698+35.0% | $13,881-44.6% | $4,645+65.5% |