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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 | $194,831 | $89,364+118.0% | $141,177+38.0% | $72,983+167.0% |
| Participation rate | 80.8% | 75.1%+5.6pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 21.25% | 111.86%-90.6pp | 71.40%-50.1pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,470 | $3,115-52.8% | $4,736-69.0% | $2,440-39.8% |
| Participant deferral / active EE | $3,080 | $5,419-43.2% | $6,710-54.1% | $3,608-14.6% |
| Admin fee / account holder | $6,048 | $5,959+1.5% | $10,263-41.1% | $5,124+18.0% |