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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 | $190,106 | $47,848+297.3% | $81,473+133.3% | $70,126+171.1% |
| Participation rate | 86.2% | 58.3%+27.9pp | 68.0%+18.2pp | 69.5%+16.7pp |
| Annual return | 18.53% | 27.25%-8.7pp | 38.78%-20.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $6,069 | $1,527+297.4% | $2,568+136.3% | $2,343+159.1% |
| Participant deferral / active EE | $2,556 | $2,453+4.2% | $3,537-27.7% | $3,332-23.3% |
| Admin fee / account holder | $18,276 | $3,145+481.1% | $4,561+300.7% | $4,645+293.4% |