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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 | $184,451 | $65,364+182.2% | $92,909+98.5% | $72,975+152.8% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.0%+8.6pp | 69.5%+15.1pp |
| Annual return | 23.17% | 42.11%-18.9pp | 109.44%-86.3pp | 81.01%-57.8pp |
| Employer contribution / active EE | $2,539 | $2,594-2.1% | $3,653-30.5% | $2,440+4.1% |
| Participant deferral / active EE | $8,018 | $3,128+156.3% | $4,238+89.2% | $3,608+122.2% |
| Admin fee / account holder | $13,164 | $4,251+209.7% | $5,795+127.2% | $5,124+156.9% |