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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 | $185,540 | $100,139+85.3% | $85,187+117.8% | $145,884+27.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 14.24% | 84.15%-69.9pp | 66.67%-52.4pp | 551.85%-537.6pp |
| Employer contribution / active EE | $9,401 | $3,238+190.3% | $2,732+244.1% | $4,662+101.6% |
| Participant deferral / active EE | $6,701 | $5,296+26.5% | $4,525+48.1% | $6,690+0.2% |
| Admin fee / account holder | $2,271 | $7,262-68.7% | $6,162-63.1% | $13,392-83.0% |