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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 | $172,246 | $65,364+163.5% | $92,909+85.4% | $72,975+136.0% |
| Participation rate | 90.2% | 68.3%+21.9pp | 76.0%+14.2pp | 69.5%+20.8pp |
| Annual return | 24.87% | 42.11%-17.2pp | 109.44%-84.6pp | 81.01%-56.1pp |
| Employer contribution / active EE | $10,272 | $2,594+296.0% | $3,653+181.2% | $2,440+321.0% |
| Participant deferral / active EE | $7,423 | $3,128+137.3% | $4,238+75.2% | $3,608+105.8% |
| Admin fee / account holder | $3,265 | $4,251-23.2% | $5,795-43.7% | $5,124-36.3% |