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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 | $148,805 | $85,171+74.7% | $172,753-13.9% | $72,976+103.9% |
| Participation rate | 71.4% | 70.1%+1.4pp | 82.6%-11.2pp | 69.5%+1.9pp |
| Annual return | 17.90% | 27.32%-9.4pp | 803.00%-785.1pp | 81.02%-63.1pp |
| Employer contribution / active EE | $3,942 | $3,324+18.6% | $5,144-23.4% | $2,440+61.6% |
| Participant deferral / active EE | $10,389 | $3,260+218.7% | $5,198+99.9% | $3,608+188.0% |
| Admin fee / account holder | $1,647 | $5,880-72.0% | $13,956-88.2% | $5,124-67.9% |