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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 | $156,695 | $85,171+84.0% | $172,753-9.3% | $72,976+114.7% |
| Participation rate | 86.8% | 70.1%+16.8pp | 82.6%+4.2pp | 69.5%+17.4pp |
| Annual return | 19.45% | 27.32%-7.9pp | 803.00%-783.6pp | 81.02%-61.6pp |
| Employer contribution / active EE | $2,282 | $3,324-31.3% | $5,144-55.6% | $2,440-6.5% |
| Participant deferral / active EE | $4,119 | $3,260+26.4% | $5,198-20.7% | $3,608+14.2% |
| Admin fee / account holder | $1,613 | $5,880-72.6% | $13,956-88.4% | $5,124-68.5% |