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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 | $179,625 | $89,364+101.0% | $141,177+27.2% | $72,983+146.1% |
| Participation rate | 76.9% | 75.1%+1.8pp | 82.5%-5.5pp | 69.5%+7.4pp |
| Annual return | 21.44% | 111.86%-90.4pp | 71.40%-50.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $2,848 | $3,115-8.6% | $4,736-39.9% | $2,440+16.7% |
| Participant deferral / active EE | $10,260 | $5,419+89.3% | $6,710+52.9% | $3,608+184.4% |
| Admin fee / account holder | $8,616 | $5,959+44.6% | $10,263-16.1% | $5,124+68.1% |