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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 | $195,119 | $78,425+148.8% | $95,956+103.3% | $79,858+144.3% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 15.12% | 19.37%-4.2pp | 91.63%-76.5pp | 31.72%-16.6pp |
| Employer contribution / active EE | $774 | $1,945-60.2% | $2,541-69.6% | $2,471-68.7% |
| Participant deferral / active EE | $7,548 | $3,440+119.4% | $4,167+81.2% | $3,740+101.8% |
| Admin fee / account holder | $2,907 | $5,622-48.3% | $6,797-57.2% | $5,306-45.2% |