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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 | $183,243 | $80,763+126.9% | $102,412+78.9% | $74,459+146.1% |
| Participation rate | 88.6% | 65.7%+22.9pp | 74.5%+14.1pp | 67.2%+21.3pp |
| Annual return | 15.33% | 27.57%-12.2pp | 24.94%-9.6pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $2,546 | $3,160-19.4% | $3,870-34.2% | $2,626-3.0% |
| Participant deferral / active EE | $11,651 | $3,862+201.7% | $5,060+130.3% | $4,350+167.9% |
| Admin fee / account holder | $44,099 | $2,371+1759.6% | $8,388+425.8% | $1,945+2167.6% |