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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 | $198,579 | $106,267+86.9% | $96,520+105.7% | $139,456+42.4% |
| Participation rate | 72.2% | 77.8%-5.6pp | 74.3%-2.1pp | 80.3%-8.1pp |
| Annual return | 12.34% | 38.45%-26.1pp | 35.72%-23.4pp | 373.45%-361.1pp |
| Employer contribution / active EE | $835 | $4,105-79.7% | $3,739-77.7% | $4,753-82.4% |
| Participant deferral / active EE | $10,005 | $5,454+83.4% | $4,879+105.1% | $6,711+49.1% |
| Admin fee / account holder | $9,593 | $7,882+21.7% | $6,733+42.5% | $11,407-15.9% |