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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 | $158,633 | $77,920+103.6% | $149,723+6.0% | $75,177+111.0% |
| Participation rate | 92.9% | 65.6%+27.3pp | 78.8%+14.1pp | 67.2%+25.7pp |
| Annual return | 19.91% | 31.72%-11.8pp | 134.50%-114.6pp | 160.75%-140.8pp |
| Employer contribution / active EE | $2,474 | $3,138-21.2% | $4,821-48.7% | $2,671-7.4% |
| Participant deferral / active EE | $6,815 | $3,411+99.8% | $5,682+19.9% | $4,126+65.2% |
| Admin fee / account holder | $3,587 | $5,951-39.7% | $13,215-72.9% | $5,651-36.5% |