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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 | $156,738 | $85,171+84.0% | $172,753-9.3% | $72,976+114.8% |
| Participation rate | 91.3% | 70.1%+21.2pp | 82.6%+8.7pp | 69.5%+21.8pp |
| Annual return | 16.43% | 27.32%-10.9pp | 803.00%-786.6pp | 81.02%-64.6pp |
| Employer contribution / active EE | $4,248 | $3,324+27.8% | $5,144-17.4% | $2,440+74.1% |
| Participant deferral / active EE | $4,775 | $3,260+46.5% | $5,198-8.1% | $3,608+32.3% |
| Admin fee / account holder | $2,290 | $5,880-61.1% | $13,956-83.6% | $5,124-55.3% |