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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 | $177,950 | $85,171+108.9% | $172,753+3.0% | $72,976+143.8% |
| Participation rate | 84.0% | 70.1%+13.9pp | 82.6%+1.4pp | 69.5%+14.5pp |
| Annual return | 21.81% | 27.32%-5.5pp | 803.00%-781.2pp | 81.02%-59.2pp |
| Employer contribution / active EE | $4,110 | $3,324+23.6% | $5,144-20.1% | $2,440+68.4% |
| Participant deferral / active EE | $4,085 | $3,260+25.3% | $5,198-21.4% | $3,608+13.2% |
| Admin fee / account holder | $1,648 | $5,880-72.0% | $13,956-88.2% | $5,124-67.8% |