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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 | $174,377 | $85,171+104.7% | $172,752+0.9% | $72,975+139.0% |
| Participation rate | 70.7% | 70.1%+0.6pp | 82.6%-12.0pp | 69.5%+1.2pp |
| Annual return | 23.54% | 27.32%-3.8pp | 802.97%-779.4pp | 81.01%-57.5pp |
| Employer contribution / active EE | $2,640 | $3,324-20.6% | $5,144-48.7% | $2,440+8.2% |
| Participant deferral / active EE | $6,505 | $3,260+99.5% | $5,198+25.2% | $3,608+80.3% |
| Admin fee / account holder | $3,589 | $5,880-39.0% | $13,955-74.3% | $5,124-30.0% |