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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 | $162,337 | $85,171+90.6% | $172,753-6.0% | $72,976+122.5% |
| Participation rate | 93.9% | 70.1%+23.9pp | 82.6%+11.3pp | 69.5%+24.5pp |
| Annual return | 18.55% | 27.32%-8.8pp | 803.00%-784.4pp | 81.02%-62.5pp |
| Employer contribution / active EE | $3,575 | $3,324+7.6% | $5,144-30.5% | $2,440+46.5% |
| Participant deferral / active EE | $4,923 | $3,260+51.0% | $5,198-5.3% | $3,608+36.5% |
| Admin fee / account holder | $303 | $5,880-94.9% | $13,956-97.8% | $5,124-94.1% |