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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 | $160,860 | $85,171+88.9% | $172,752-6.9% | $72,975+120.4% |
| Participation rate | 86.1% | 70.1%+16.0pp | 82.6%+3.5pp | 69.5%+16.6pp |
| Annual return | 17.53% | 27.32%-9.8pp | 802.97%-785.4pp | 81.01%-63.5pp |
| Employer contribution / active EE | $3,494 | $3,324+5.1% | $5,144-32.1% | $2,440+43.2% |
| Participant deferral / active EE | $6,264 | $3,260+92.1% | $5,198+20.5% | $3,608+73.6% |
| Admin fee / account holder | $3,679 | $5,880-37.4% | $13,955-73.6% | $5,124-28.2% |