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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 | $191,875 | $65,367+193.5% | $92,915+106.5% | $72,976+162.9% |
| Participation rate | 88.9% | 68.3%+20.6pp | 76.0%+12.9pp | 69.5%+19.4pp |
| Annual return | 22.19% | 42.11%-19.9pp | 109.45%-87.3pp | 81.02%-58.8pp |
| Employer contribution / active EE | $5,272 | $2,594+103.3% | $3,653+44.3% | $2,440+116.1% |
| Participant deferral / active EE | $3,090 | $3,128-1.2% | $4,238-27.1% | $3,608-14.4% |
| Admin fee / account holder | $21,904 | $4,251+415.2% | $5,796+277.9% | $5,124+327.5% |