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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 | $184,357 | $95,383+93.3% | $185,837-0.8% | $85,856+114.7% |
| Participation rate | 96.2% | 68.8%+27.4pp | 81.7%+14.4pp | 69.3%+26.8pp |
| Annual return | 19.75% | 23.59%-3.8pp | 122.08%-102.3pp | 318.58%-298.8pp |
| Employer contribution / active EE | $3,156 | $3,313-4.7% | $5,168-38.9% | $2,565+23.1% |
| Participant deferral / active EE | $6,556 | $3,423+91.5% | $5,568+17.7% | $3,952+65.9% |
| Admin fee / account holder | $3,753 | $7,213-48.0% | $16,241-76.9% | $6,261-40.1% |