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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 | $223,069 | $89,367+149.6% | $141,191+58.0% | $72,975+205.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 19.99% | 111.87%-91.9pp | 71.41%-51.4pp | 81.01%-61.0pp |
| Employer contribution / active EE | $2,649 | $3,115-15.0% | $4,736-44.1% | $2,440+8.6% |
| Participant deferral / active EE | $5,049 | $5,419-6.8% | $6,710-24.8% | $3,608+40.0% |
| Admin fee / account holder | $15,453 | $5,957+159.4% | $10,264+50.6% | $5,124+201.6% |