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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 | $184,035 | $58,828+212.8% | $78,002+135.9% | $62,881+192.7% |
| Participation rate | 86.5% | 71.1%+15.4pp | 75.5%+11.0pp | 69.3%+17.2pp |
| Annual return | 9.48% | 17.16%-7.7pp | 425.99%-416.5pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,132 | $1,672+27.5% | $2,470-13.7% | $2,281-6.5% |
| Participant deferral / active EE | $3,011 | $2,686+12.1% | $3,497-13.9% | $3,203-6.0% |
| Admin fee / account holder | $2,326 | $4,393-47.0% | $5,481-57.6% | $4,296-45.8% |