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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 | $187,644 | $89,370+110.0% | $141,197+32.9% | $72,976+157.1% |
| Participation rate | 87.1% | 75.1%+12.0pp | 82.5%+4.6pp | 69.5%+17.6pp |
| Annual return | 22.26% | 111.88%-89.6pp | 71.41%-49.1pp | 81.02%-58.8pp |
| Employer contribution / active EE | $2,813 | $3,115-9.7% | $4,736-40.6% | $2,440+15.3% |
| Participant deferral / active EE | $6,551 | $5,419+20.9% | $6,710-2.4% | $3,608+81.6% |
| Admin fee / account holder | $17,801 | $5,957+198.8% | $10,265+73.4% | $5,124+247.4% |