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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 | $227,007 | $85,171+166.5% | $172,752+31.4% | $72,975+211.1% |
| Participation rate | 72.3% | 70.1%+2.3pp | 82.6%-10.3pp | 69.5%+2.9pp |
| Annual return | 24.43% | 27.32%-2.9pp | 802.97%-778.5pp | 81.01%-56.6pp |
| Employer contribution / active EE | $2,305 | $3,324-30.7% | $5,144-55.2% | $2,440-5.6% |
| Participant deferral / active EE | $5,695 | $3,260+74.7% | $5,198+9.6% | $3,608+57.9% |
| Admin fee / account holder | $2,851 | $5,880-51.5% | $13,955-79.6% | $5,124-44.4% |