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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 | $114,178 | $78,423+45.6% | $95,964+19.0% | $79,856+43.0% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 19.66% | 19.37%+0.3pp | 91.64%-72.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $3,054 | $1,945+57.0% | $2,541+20.2% | $2,471+23.6% |
| Participant deferral / active EE | $2,457 | $3,440-28.6% | $4,167-41.0% | $3,741-34.3% |
| Admin fee / account holder | $25,785 | $5,622+358.7% | $6,797+279.4% | $5,306+385.9% |