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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 | $146,522 | $85,171+72.0% | $172,753-15.2% | $72,976+100.8% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 24.94% | 27.32%-2.4pp | 803.00%-778.1pp | 81.02%-56.1pp |
| Employer contribution / active EE | $4,439 | $3,324+33.6% | $5,144-13.7% | $2,440+81.9% |
| Participant deferral / active EE | $3,278 | $3,260+0.5% | $5,198-36.9% | $3,608-9.1% |
| Admin fee / account holder | $4,496 | $5,880-23.5% | $13,956-67.8% | $5,124-12.2% |