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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 | $164,459 | $84,236+95.2% | $170,435-3.5% | $70,126+134.5% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 12.25% | 23.06%-10.8pp | 205.94%-193.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $5,549 | $3,387+63.8% | $5,432+2.1% | $2,343+136.9% |
| Participant deferral / active EE | $2,901 | $3,086-6.0% | $4,939-41.3% | $3,332-12.9% |
| Admin fee / account holder | $951 | $5,698-83.3% | $13,881-93.2% | $4,645-79.5% |