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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 | $150,294 | $85,171+76.5% | $172,752-13.0% | $72,975+106.0% |
| Participation rate | 92.5% | 70.1%+22.4pp | 82.6%+9.9pp | 69.5%+23.0pp |
| Annual return | 23.80% | 27.32%-3.5pp | 802.97%-779.2pp | 81.01%-57.2pp |
| Employer contribution / active EE | $3,052 | $3,324-8.2% | $5,144-40.7% | $2,440+25.1% |
| Participant deferral / active EE | $6,023 | $3,260+84.8% | $5,198+15.9% | $3,608+66.9% |
| Admin fee / account holder | $1,034 | $5,880-82.4% | $13,955-92.6% | $5,124-79.8% |