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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 | $149,633 | $78,670+90.2% | $109,173+37.1% | $85,847+74.3% |
| Participation rate | 90.5% | 68.3%+22.2pp | 75.9%+14.6pp | 69.3%+21.2pp |
| Annual return | 16.55% | 25.09%-8.5pp | 25.75%-9.2pp | 318.61%-302.1pp |
| Employer contribution / active EE | $15,938 | $2,734+483.0% | $3,723+328.1% | $2,565+521.3% |
| Participant deferral / active EE | $2,165 | $3,467-37.6% | $4,654-53.5% | $3,952-45.2% |
| Admin fee / account holder | $2,382 | $5,469-56.5% | $6,755-64.7% | $6,261-62.0% |