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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 | $145,790 | $85,171+71.2% | $172,753-15.6% | $72,976+99.8% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 21.80% | 27.32%-5.5pp | 803.00%-781.2pp | 81.02%-59.2pp |
| Employer contribution / active EE | $4,614 | $3,324+38.8% | $5,144-10.3% | $2,440+89.1% |
| Participant deferral / active EE | $5,473 | $3,260+67.9% | $5,198+5.3% | $3,608+51.7% |
| Admin fee / account holder | $684 | $5,880-88.4% | $13,956-95.1% | $5,124-86.6% |