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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 | $177,284 | $98,776+79.5% | $149,745+18.4% | $79,856+122.0% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.5%-2.1pp | 69.6%+10.7pp |
| Annual return | 17.01% | 27.38%-10.4pp | 276.72%-259.7pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,787 | $3,217-44.5% | $4,646-61.5% | $2,471-27.7% |
| Participant deferral / active EE | $6,850 | $5,681+20.6% | $6,843+0.1% | $3,741+83.1% |
| Admin fee / account holder | $8,558 | $6,053+41.4% | $9,312-8.1% | $5,306+61.3% |