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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 | $168,900 | $85,171+98.3% | $172,753-2.2% | $72,976+131.4% |
| Participation rate | 94.8% | 70.1%+24.8pp | 82.6%+12.2pp | 69.5%+25.3pp |
| Annual return | 21.33% | 27.32%-6.0pp | 803.00%-781.7pp | 81.02%-59.7pp |
| Employer contribution / active EE | $7,748 | $3,324+133.1% | $5,144+50.6% | $2,440+217.5% |
| Participant deferral / active EE | $5,145 | $3,260+57.8% | $5,198-1.0% | $3,608+42.6% |
| Admin fee / account holder | $3,256 | $5,880-44.6% | $13,956-76.7% | $5,124-36.5% |