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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 | $208,196 | $88,672+134.8% | $105,223+97.9% | $82,448+152.5% |
| Participation rate | 78.1% | 67.9%+10.2pp | 75.0%+3.1pp | 68.1%+10.1pp |
| Annual return | 17.20% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,302 | $3,048+8.3% | $3,689-10.5% | $2,551+29.4% |
| Participant deferral / active EE | $6,594 | $4,036+63.4% | $5,072+30.0% | $4,139+59.3% |
| Admin fee / account holder | $6,490 | $7,146-9.2% | $8,859-26.7% | $7,234-10.3% |