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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 | $165,040 | $65,395+152.4% | $182,540-9.6% | $72,975+126.2% |
| Participation rate | 89.3% | 65.4%+23.8pp | 78.0%+11.3pp | 69.5%+19.8pp |
| Annual return | 23.21% | 27.68%-4.5pp | 148.58%-125.4pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,762 | $1,911-7.8% | $4,076-56.8% | $2,440-27.8% |
| Participant deferral / active EE | $10,490 | $3,563+194.4% | $5,525+89.8% | $3,608+190.8% |
| Admin fee / account holder | $1,842 | $4,245-56.6% | $8,593-78.6% | $5,124-64.0% |