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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 | $165,274 | $77,920+112.1% | $149,723+10.4% | $75,177+119.8% |
| Participation rate | 90.6% | 65.6%+25.0pp | 78.8%+11.8pp | 67.2%+23.4pp |
| Annual return | 27.41% | 31.72%-4.3pp | 134.50%-107.1pp | 160.75%-133.3pp |
| Employer contribution / active EE | $5,300 | $3,138+68.9% | $4,821+9.9% | $2,671+98.4% |
| Participant deferral / active EE | $4,211 | $3,411+23.4% | $5,682-25.9% | $4,126+2.0% |
| Admin fee / account holder | $3,957 | $5,951-33.5% | $13,215-70.1% | $5,651-30.0% |