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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 | $185,573 | $71,057+161.2% | $93,654+98.1% | $80,874+129.5% |
| Participation rate | 85.2% | 60.4%+24.8pp | 68.7%+16.5pp | 67.6%+17.5pp |
| Annual return | 13.22% | 11.26%+2.0pp | 133.34%-120.1pp | 35.62%-22.4pp |
| Employer contribution / active EE | $9,783 | $1,564+525.5% | $2,421+304.1% | $2,756+255.0% |
| Participant deferral / active EE | $6,159 | $4,034+52.7% | $4,413+39.6% | $4,297+43.3% |
| Admin fee / account holder | $3,009 | $6,944-56.7% | $8,282-63.7% | $6,935-56.6% |