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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 | $182,135 | $77,920+133.7% | $149,723+21.6% | $75,177+142.3% |
| Participation rate | 91.8% | 65.6%+26.2pp | 78.8%+13.0pp | 67.2%+24.6pp |
| Annual return | 15.41% | 31.72%-16.3pp | 134.50%-119.1pp | 160.75%-145.3pp |
| Employer contribution / active EE | $6,411 | $3,138+104.3% | $4,821+33.0% | $2,671+140.0% |
| Participant deferral / active EE | $4,937 | $3,411+44.7% | $5,682-13.1% | $4,126+19.6% |
| Admin fee / account holder | $3,589 | $5,951-39.7% | $13,215-72.8% | $5,651-36.5% |