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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 | $173,849 | $94,031+84.9% | $115,768+50.2% | $82,448+110.9% |
| Participation rate | 80.6% | 70.4%+10.2pp | 74.4%+6.3pp | 68.1%+12.6pp |
| Annual return | 15.51% | 20.61%-5.1pp | 100.46%-84.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,540 | $2,323-33.7% | $2,940-47.6% | $2,551-39.6% |
| Participant deferral / active EE | $9,043 | $3,972+127.7% | $4,917+83.9% | $4,139+118.5% |
| Admin fee / account holder | $2,090 | $10,249-79.6% | $12,439-83.2% | $7,234-71.1% |