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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 | $113,661 | $79,449+43.1% | $189,597-40.1% | $85,851+32.4% |
| Participation rate | 92.6% | 66.0%+26.6pp | 78.4%+14.1pp | 69.3%+23.3pp |
| Annual return | 33.75% | 18.45%+15.3pp | 64.20%-30.4pp | 318.63%-284.9pp |
| Employer contribution / active EE | $2,200 | $2,081+5.7% | $4,412-50.1% | $2,565-14.2% |
| Participant deferral / active EE | $6,237 | $4,051+53.9% | $6,174+1.0% | $3,952+57.8% |
| Admin fee / account holder | $1,531 | $5,377-71.5% | $9,807-84.4% | $6,261-75.5% |