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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 | $194,200 | $97,648+98.9% | $121,663+59.6% | $87,485+122.0% |
| Participation rate | 95.2% | 70.5%+24.8pp | 74.5%+20.7pp | 68.9%+26.3pp |
| Annual return | 12.58% | 18.03%-5.4pp | 147.54%-135.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $2,284 | $2,300-0.7% | $3,020-24.4% | $2,596-12.0% |
| Participant deferral / active EE | $6,957 | $3,923+77.3% | $4,887+42.4% | $4,274+62.8% |
| Admin fee / account holder | $5,327 | $11,100-52.0% | $14,289-62.7% | $7,775-31.5% |