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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 | $181,602 | $55,453+227.5% | $170,439+6.5% | $62,293+191.5% |
| Participation rate | 99.1% | 66.4%+32.8pp | 83.6%+15.5pp | 69.5%+29.6pp |
| Annual return | 15.08% | 21.38%-6.3pp | 205.94%-190.9pp | 28.90%-13.8pp |
| Employer contribution / active EE | $5,611 | $2,164+159.3% | $5,433+3.3% | $2,042+174.8% |
| Participant deferral / active EE | $3,837 | $2,303+66.6% | $4,939-22.3% | $3,169+21.1% |
| Admin fee / account holder | $3,338 | $455+633.7% | $13,881-75.9% | $479+596.5% |