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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 | $203,068 | $93,617+116.9% | $135,982+49.3% | $75,177+170.1% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.1pp |
| Annual return | 19.82% | 30.89%-11.1pp | 68.32%-48.5pp | 160.75%-140.9pp |
| Employer contribution / active EE | $2,235 | $3,538-36.8% | $4,859-54.0% | $2,671-16.3% |
| Participant deferral / active EE | $7,145 | $6,406+11.5% | $7,760-7.9% | $4,126+73.1% |
| Admin fee / account holder | $4,269 | $6,980-38.8% | $10,767-60.4% | $5,651-24.5% |