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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 | $174,035 | $95,406+82.4% | $185,849-6.4% | $85,847+102.7% |
| Participation rate | 89.3% | 68.8%+20.5pp | 81.7%+7.6pp | 69.3%+20.0pp |
| Annual return | 14.48% | 23.59%-9.1pp | 122.10%-107.6pp | 318.61%-304.1pp |
| Employer contribution / active EE | $4,772 | $3,314+44.0% | $5,169-7.7% | $2,565+86.0% |
| Participant deferral / active EE | $5,713 | $3,424+66.9% | $5,569+2.6% | $3,952+44.5% |
| Admin fee / account holder | $951 | $7,214-86.8% | $16,244-94.1% | $6,261-84.8% |