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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 | $185,296 | $78,707+135.4% | $117,861+57.2% | $70,126+164.2% |
| Participation rate | 94.5% | 73.2%+21.3pp | 79.7%+14.8pp | 69.5%+25.0pp |
| Annual return | 21.19% | 23.30%-2.1pp | 335.11%-313.9pp | 73.15%-52.0pp |
| Employer contribution / active EE | $3,051 | $2,223+37.2% | $3,786-19.4% | $2,343+30.2% |
| Participant deferral / active EE | $2,902 | $3,297-12.0% | $4,482-35.2% | $3,332-12.9% |
| Admin fee / account holder | $28,166 | $5,066+456.0% | $8,021+251.2% | $4,645+506.3% |