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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 | $162,859 | $72,492+124.7% | $87,104+87.0% | $72,975+123.2% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.9%+8.5pp | 69.5%+15.9pp |
| Annual return | 19.73% | 24.46%-4.7pp | 28.19%-8.5pp | 81.01%-61.3pp |
| Employer contribution / active EE | $1,070 | $1,894-43.5% | $2,521-57.5% | $2,440-56.1% |
| Participant deferral / active EE | $6,987 | $3,270+113.7% | $4,048+72.6% | $3,608+93.7% |
| Admin fee / account holder | $6,119 | $5,055+21.1% | $7,491-18.3% | $5,124+19.4% |