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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 | $122,042+48.8% | $184,243-1.4% | $74,429+144.0% |
| Participation rate | 73.9% | 85.5%-11.6pp | 86.8%-12.9pp | 67.2%+6.7pp |
| Annual return | 22.49% | 19.91%+2.6pp | 28.82%-6.3pp | 1368.38%-1345.9pp |
| Employer contribution / active EE | $8,072 | $4,538+77.9% | $6,427+25.6% | $2,625+207.5% |
| Participant deferral / active EE | $16,805 | $7,143+135.3% | $9,132+84.0% | $4,348+286.5% |
| Admin fee / account holder | $3,741 | $1,252+198.8% | $13,914-73.1% | $1,944+92.4% |