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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 | $122,063+48.8% | $184,256-1.4% | $74,478+143.8% |
| Participation rate | 73.9% | 85.5%-11.6pp | 86.8%-12.9pp | 67.2%+6.7pp |
| Annual return | 22.49% | 19.92%+2.6pp | 28.85%-6.4pp | 1370.56%-1348.1pp |
| Employer contribution / active EE | $8,072 | $4,539+77.8% | $6,427+25.6% | $2,626+207.4% |
| Participant deferral / active EE | $16,805 | $7,144+135.2% | $9,133+84.0% | $4,350+286.3% |
| Admin fee / account holder | $3,741 | $1,253+198.7% | $13,899-73.1% | $1,946+92.3% |