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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 | $174,120 | $232,540-25.1% | $185,117-5.9% | $147,586+18.0% |
| Participation rate | 90.9% | 82.4%+8.6pp | 77.3%+13.6pp | 82.8%+8.1pp |
| Annual return | 23.60% | 43.03%-19.4pp | 40.50%-16.9pp | 578.59%-555.0pp |
| Employer contribution / active EE | $15,149 | $5,195+191.6% | $4,182+262.3% | $4,876+210.7% |
| Participant deferral / active EE | $2,493 | $5,834-57.3% | $5,045-50.6% | $5,439-54.2% |
| Admin fee / account holder | $2,189 | $10,275-78.7% | $8,159-73.2% | $10,886-79.9% |