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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 | $173,673 | $85,169+103.9% | $172,755+0.5% | $72,983+138.0% |
| Participation rate | 81.6% | 70.1%+11.5pp | 82.6%-1.0pp | 69.5%+12.1pp |
| Annual return | 24.16% | 27.32%-3.2pp | 802.94%-778.8pp | 81.01%-56.9pp |
| Employer contribution / active EE | $4,409 | $3,324+32.7% | $5,144-14.3% | $2,440+80.7% |
| Participant deferral / active EE | $3,132 | $3,260-3.9% | $5,198-39.7% | $3,608-13.2% |
| Admin fee / account holder | $4,238 | $5,880-27.9% | $13,955-69.6% | $5,124-17.3% |