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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 | $141,961 | $65,961+115.2% | $180,320-21.3% | $94,015+51.0% |
| Participation rate | 75.0% | 61.3%+13.7pp | 71.5%+3.5pp | 70.8%+4.2pp |
| Annual return | 18.85% | 14.27%+4.6pp | 778.54%-759.7pp | 17.84%+1.0pp |
| Employer contribution / active EE | $2,826 | $1,737+62.6% | $4,108-31.2% | $2,790+1.3% |
| Participant deferral / active EE | $10,264 | $3,003+241.8% | $4,304+138.5% | $4,249+141.5% |
| Admin fee / account holder | $19,176 | $4,901+291.3% | $10,000+91.7% | $8,951+114.2% |