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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 | $174,462 | $85,171+104.8% | $172,753+1.0% | $72,976+139.1% |
| Participation rate | 84.0% | 70.1%+13.9pp | 82.6%+1.4pp | 69.5%+14.5pp |
| Annual return | 18.23% | 27.32%-9.1pp | 803.00%-784.8pp | 81.02%-62.8pp |
| Employer contribution / active EE | $9,022 | $3,324+171.4% | $5,144+75.4% | $2,440+269.8% |
| Participant deferral / active EE | $4,466 | $3,260+37.0% | $5,198-14.1% | $3,608+23.8% |
| Admin fee / account holder | $3,314 | $5,880-43.6% | $13,956-76.3% | $5,124-35.3% |