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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 | $156,682 | $84,236+86.0% | $170,435-8.1% | $70,126+123.4% |
| Participation rate | 91.2% | 70.8%+20.4pp | 83.6%+7.6pp | 69.5%+21.7pp |
| Annual return | 17.95% | 23.06%-5.1pp | 205.94%-188.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $9,500 | $3,387+180.5% | $5,432+74.9% | $2,343+305.5% |
| Participant deferral / active EE | $5,839 | $3,086+89.2% | $4,939+18.2% | $3,332+75.3% |
| Admin fee / account holder | $2,388 | $5,698-58.1% | $13,881-82.8% | $4,645-48.6% |