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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 | $181,699 | $65,364+178.0% | $92,909+95.6% | $72,975+149.0% |
| Participation rate | 90.5% | 68.3%+22.2pp | 76.0%+14.5pp | 69.5%+21.0pp |
| Annual return | 24.36% | 42.11%-17.7pp | 109.44%-85.1pp | 81.01%-56.6pp |
| Employer contribution / active EE | $760 | $2,594-70.7% | $3,653-79.2% | $2,440-68.8% |
| Participant deferral / active EE | $5,530 | $3,128+76.8% | $4,238+30.5% | $3,608+53.3% |
| Admin fee / account holder | $1,772 | $4,251-58.3% | $5,795-69.4% | $5,124-65.4% |