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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 | $187,198 | $85,171+119.8% | $172,753+8.4% | $72,976+156.5% |
| Participation rate | 97.3% | 70.1%+27.2pp | 82.6%+14.7pp | 69.5%+27.8pp |
| Annual return | 23.22% | 27.32%-4.1pp | 803.00%-779.8pp | 81.02%-57.8pp |
| Employer contribution / active EE | $1,459 | $3,324-56.1% | $5,144-71.6% | $2,440-40.2% |
| Participant deferral / active EE | $5,015 | $3,260+53.8% | $5,198-3.5% | $3,608+39.0% |
| Admin fee / account holder | $4,947 | $5,880-15.9% | $13,956-64.6% | $5,124-3.5% |