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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 | $155,060 | $95,406+62.5% | $185,849-16.6% | $85,847+80.6% |
| Participation rate | 92.0% | 68.8%+23.2pp | 81.7%+10.3pp | 69.3%+22.7pp |
| Annual return | 23.50% | 23.59%-0.1pp | 122.10%-98.6pp | 318.61%-295.1pp |
| Employer contribution / active EE | $2,979 | $3,314-10.1% | $5,169-42.4% | $2,565+16.1% |
| Participant deferral / active EE | $4,976 | $3,424+45.3% | $5,569-10.6% | $3,952+25.9% |
| Admin fee / account holder | $31,237 | $7,214+333.0% | $16,244+92.3% | $6,261+398.9% |