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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 | $156,395 | $55,930+179.6% | $76,089+105.5% | $80,925+93.3% |
| Participation rate | 94.6% | 62.1%+32.6pp | 69.1%+25.6pp | 67.7%+27.0pp |
| Annual return | 14.06% | 20.58%-6.5pp | 360.94%-346.9pp | 35.65%-21.6pp |
| Employer contribution / active EE | $3,396 | $1,866+82.0% | $2,690+26.2% | $2,756+23.2% |
| Participant deferral / active EE | $7,723 | $3,051+153.2% | $4,259+81.3% | $4,299+79.7% |
| Admin fee / account holder | $3,407 | $5,241-35.0% | $6,418-46.9% | $6,940-50.9% |