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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 | $182,652 | $88,672+106.0% | $105,223+73.6% | $82,448+121.5% |
| Participation rate | 72.7% | 67.9%+4.8pp | 75.0%-2.3pp | 68.1%+4.7pp |
| Annual return | 14.98% | 30.86%-15.9pp | 180.65%-165.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $8,519 | $3,048+179.5% | $3,689+131.0% | $2,551+233.9% |
| Participant deferral / active EE | $6,523 | $4,036+61.6% | $5,072+28.6% | $4,139+57.6% |
| Admin fee / account holder | $3,368 | $7,146-52.9% | $8,859-62.0% | $7,234-53.4% |