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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 | $181,586 | $122,239+48.5% | $184,200-1.4% | $74,546+143.6% |
| Participation rate | 73.9% | 85.5%-11.6pp | 86.8%-12.9pp | 67.2%+6.7pp |
| Annual return | 22.49% | 19.95%+2.5pp | 28.80%-6.3pp | 1366.03%-1343.5pp |
| Employer contribution / active EE | $8,072 | $4,537+77.9% | $6,424+25.7% | $2,624+207.6% |
| Participant deferral / active EE | $16,805 | $7,139+135.4% | $9,132+84.0% | $4,347+286.5% |
| Admin fee / account holder | $3,741 | $1,260+197.0% | $13,907-73.1% | $1,944+92.5% |