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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 | $154,500 | $56,134+175.2% | $96,192+60.6% | $85,851+80.0% |
| Participation rate | 89.5% | 56.7%+32.8pp | 68.4%+21.0pp | 69.3%+20.2pp |
| Annual return | 12.61% | 42.30%-29.7pp | 192.09%-179.5pp | 318.63%-306.0pp |
| Employer contribution / active EE | $1,956 | $1,620+20.7% | $2,799-30.1% | $2,565-23.8% |
| Participant deferral / active EE | $5,161 | $2,858+80.6% | $4,351+18.6% | $3,952+30.6% |
| Admin fee / account holder | $4,592 | $3,769+21.8% | $5,539-17.1% | $6,261-26.7% |