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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 | $184,393 | $78,707+134.3% | $117,861+56.4% | $70,126+162.9% |
| Participation rate | 92.0% | 73.2%+18.8pp | 79.7%+12.3pp | 69.5%+22.5pp |
| Annual return | 16.92% | 23.30%-6.4pp | 335.11%-318.2pp | 73.15%-56.2pp |
| Employer contribution / active EE | $5,711 | $2,223+156.8% | $3,786+50.8% | $2,343+143.8% |
| Participant deferral / active EE | $6,118 | $3,297+85.6% | $4,482+36.5% | $3,332+83.6% |
| Admin fee / account holder | $2,891 | $5,066-42.9% | $8,021-64.0% | $4,645-37.8% |