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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 | $228,308 | $98,776+131.1% | $149,745+52.5% | $79,856+185.9% |
| Participation rate | 72.8% | 75.8%-3.0pp | 82.5%-9.6pp | 69.6%+3.2pp |
| Annual return | 15.79% | 27.38%-11.6pp | 276.72%-260.9pp | 31.71%-15.9pp |
| Employer contribution / active EE | $975 | $3,217-69.7% | $4,646-79.0% | $2,471-60.5% |
| Participant deferral / active EE | $3,780 | $5,681-33.5% | $6,843-44.8% | $3,741+1.1% |
| Admin fee / account holder | $5,409 | $6,053-10.6% | $9,312-41.9% | $5,306+1.9% |