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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 | $152,019 | $58,258+160.9% | $81,820+85.8% | $80,925+87.9% |
| Participation rate | 73.7% | 63.5%+10.2pp | 72.4%+1.3pp | 67.7%+6.0pp |
| Annual return | 15.95% | 41.76%-25.8pp | 777.93%-762.0pp | 35.65%-19.7pp |
| Employer contribution / active EE | $5,168 | $2,345+120.4% | $2,915+77.3% | $2,756+87.5% |
| Participant deferral / active EE | $5,451 | $3,284+66.0% | $4,323+26.1% | $4,299+26.8% |
| Admin fee / account holder | $4,206 | $4,976-15.5% | $7,391-43.1% | $6,940-39.4% |