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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 | $169,063 | $93,346+81.1% | $71,796+135.5% | $273,972-38.3% |
| Participation rate | 95.0% | 76.5%+18.5pp | 69.1%+25.9pp | 83.0%+12.0pp |
| Annual return | 15.30% | 130.39%-115.1pp | 78.04%-62.7pp | 41.46%-26.2pp |
| Employer contribution / active EE | $4,289 | $2,733+56.9% | $1,924+122.9% | $4,869-11.9% |
| Participant deferral / active EE | $6,365 | $3,475+83.1% | $2,794+127.8% | $5,287+20.4% |
| Admin fee / account holder | $1,241 | $6,571-81.1% | $4,815-74.2% | $10,133-87.8% |