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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 | $183,913 | $89,370+105.8% | $141,197+30.3% | $72,976+152.0% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 39.05% | 111.88%-72.8pp | 71.41%-32.4pp | 81.02%-42.0pp |
| Employer contribution / active EE | $2,810 | $3,115-9.8% | $4,736-40.7% | $2,440+15.2% |
| Participant deferral / active EE | $3,072 | $5,419-43.3% | $6,710-54.2% | $3,608-14.9% |
| Admin fee / account holder | $2,191 | $5,957-63.2% | $10,265-78.7% | $5,124-57.2% |