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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 | $220,403 | $69,118+218.9% | $53,647+310.8% | $138,895+58.7% |
| Participation rate | 81.3% | 64.0%+17.3pp | 56.3%+25.0pp | 79.9%+1.3pp |
| Annual return | 10.48% | 248.26%-237.8pp | 358.33%-347.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $796 | $1,189-33.1% | $962-17.3% | $4,194-81.0% |
| Participant deferral / active EE | $6,570 | $2,274+188.9% | $1,813+262.4% | $6,396+2.7% |
| Admin fee / account holder | $878 | $2,724-67.8% | $2,460-64.3% | $12,562-93.0% |