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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 | $195,124 | $81,504+139.4% | $102,437+90.5% | $80,959+141.0% |
| Participation rate | 82.2% | 66.9%+15.4pp | 74.5%+7.7pp | 67.7%+14.6pp |
| Annual return | 13.05% | 25.60%-12.5pp | 24.95%-11.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $993 | $3,104-68.0% | $3,871-74.3% | $2,757-64.0% |
| Participant deferral / active EE | $9,034 | $3,871+133.4% | $5,060+78.5% | $4,300+110.1% |
| Admin fee / account holder | $3,175 | $6,719-52.7% | $8,388-62.1% | $6,925-54.2% |