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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 | $147,985 | $85,766+72.5% | $136,298+8.6% | $70,126+111.0% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 23.27% | 31.46%-8.2pp | 5156.27%-5133.0pp | 73.15%-49.9pp |
| Employer contribution / active EE | $2,375 | $2,966-19.9% | $4,696-49.4% | $2,343+1.4% |
| Participant deferral / active EE | $5,818 | $5,051+15.2% | $6,247-6.9% | $3,332+74.6% |
| Admin fee / account holder | $377 | $5,421-93.0% | $9,244-95.9% | $4,645-91.9% |