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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 | $213,995 | $65,027+229.1% | $90,970+135.2% | $79,852+168.0% |
| Participation rate | 79.4% | 61.6%+17.8pp | 69.0%+10.4pp | 69.6%+9.8pp |
| Annual return | 29.12% | 30.45%-1.3pp | 134.58%-105.5pp | 31.72%-2.6pp |
| Employer contribution / active EE | $2,222 | $1,247+78.2% | $2,122+4.7% | $2,471-10.1% |
| Participant deferral / active EE | $3,860 | $2,512+53.7% | $3,373+14.4% | $3,740+3.2% |
| Admin fee / account holder | $20,441 | $4,535+350.7% | $5,960+243.0% | $5,306+285.2% |