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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 | $185,693 | $99,995+85.7% | $85,063+118.3% | $145,978+27.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 22.53% | 83.99%-61.5pp | 66.54%-44.0pp | 550.52%-528.0pp |
| Employer contribution / active EE | $3,032 | $3,231-6.2% | $2,727+11.2% | $4,662-35.0% |
| Participant deferral / active EE | $13,525 | $5,295+155.4% | $4,523+199.0% | $6,690+102.2% |
| Admin fee / account holder | $1,751 | $7,255-75.9% | $6,155-71.5% | $13,400-86.9% |