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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 | $182,747 | $110,212+65.8% | $96,534+89.3% | $139,466+31.0% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 12.79% | 26.42%-13.6pp | 25.88%-13.1pp | 373.66%-360.9pp |
| Employer contribution / active EE | $15,655 | $3,620+332.5% | $2,965+427.9% | $4,754+229.3% |
| Participant deferral / active EE | $7,804 | $5,547+40.7% | $4,851+60.9% | $6,712+16.3% |
| Admin fee / account holder | $3,646 | $11,599-68.6% | $8,253-55.8% | $11,409-68.0% |