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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% | $184,260-1.5% | $74,459+143.9% |
| Participation rate | 73.9% | 85.5%-11.6pp | 86.8%-12.9pp | 67.2%+6.7pp |
| Annual return | 22.49% | 19.91%+2.6pp | 28.84%-6.4pp | 1369.70%-1347.2pp |
| Employer contribution / active EE | $8,072 | $4,537+77.9% | $6,427+25.6% | $2,626+207.4% |
| Participant deferral / active EE | $16,805 | $7,143+135.3% | $9,133+84.0% | $4,350+286.4% |
| Admin fee / account holder | $3,741 | $1,252+198.8% | $13,898-73.1% | $1,945+92.4% |