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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 | $223,425 | $107,421+108.0% | $182,262+22.6% | $94,015+137.6% |
| Participation rate | 82.6% | 77.8%+4.8pp | 84.2%-1.6pp | 70.8%+11.8pp |
| Annual return | 18.80% | 21.32%-2.5pp | 140.60%-121.8pp | 17.84%+1.0pp |
| Employer contribution / active EE | $906 | $3,448-73.7% | $5,046-82.0% | $2,790-67.5% |
| Participant deferral / active EE | $7,919 | $6,558+20.8% | $8,276-4.3% | $4,249+86.4% |
| Admin fee / account holder | $5,055 | $8,692-41.8% | $16,712-69.7% | $8,951-43.5% |