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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 | $198,234 | $85,171+132.7% | $172,752+14.8% | $72,975+171.6% |
| Participation rate | 88.3% | 70.1%+18.2pp | 82.6%+5.7pp | 69.5%+18.8pp |
| Annual return | 19.08% | 27.32%-8.2pp | 802.97%-783.9pp | 81.01%-61.9pp |
| Employer contribution / active EE | $2,680 | $3,324-19.4% | $5,144-47.9% | $2,440+9.8% |
| Participant deferral / active EE | $6,346 | $3,260+94.7% | $5,198+22.1% | $3,608+75.9% |
| Admin fee / account holder | $4,754 | $5,880-19.1% | $13,955-65.9% | $5,124-7.2% |