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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 | $182,612 | $89,367+104.3% | $141,191+29.3% | $72,975+150.2% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 22.74% | 111.87%-89.1pp | 71.41%-48.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $6,870 | $3,115+120.5% | $4,736+45.0% | $2,440+181.5% |
| Participant deferral / active EE | $4,992 | $5,419-7.9% | $6,710-25.6% | $3,608+38.4% |
| Admin fee / account holder | $2,960 | $5,957-50.3% | $10,264-71.2% | $5,124-42.2% |