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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 | $142,858 | $77,920+83.3% | $149,723-4.6% | $75,177+90.0% |
| Participation rate | 95.7% | 65.6%+30.1pp | 78.8%+16.9pp | 67.2%+28.4pp |
| Annual return | 16.48% | 31.72%-15.2pp | 134.50%-118.0pp | 160.75%-144.3pp |
| Employer contribution / active EE | $6,002 | $3,138+91.3% | $4,821+24.5% | $2,671+124.7% |
| Participant deferral / active EE | $3,722 | $3,411+9.1% | $5,682-34.5% | $4,126-9.8% |
| Admin fee / account holder | $1,719 | $5,951-71.1% | $13,215-87.0% | $5,651-69.6% |