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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 | $187,735 | $89,364+110.1% | $141,173+33.0% | $72,986+157.2% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 23.12% | 111.86%-88.7pp | 71.40%-48.3pp | 81.01%-57.9pp |
| Employer contribution / active EE | $2,742 | $3,115-12.0% | $4,735-42.1% | $2,440+12.4% |
| Participant deferral / active EE | $5,662 | $5,419+4.5% | $6,710-15.6% | $3,607+57.0% |
| Admin fee / account holder | $29,393 | $5,959+393.3% | $10,262+186.4% | $5,124+473.6% |