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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 | $223,067 | $157,829+41.3% | $136,867+63.0% | $198,609+12.3% |
| Participation rate | 80.0% | 77.2%+2.8pp | 74.5%+5.5pp | 82.4%-2.4pp |
| Annual return | 15.85% | 51.25%-35.4pp | 42.97%-27.1pp | 202.70%-186.8pp |
| Employer contribution / active EE | $1,947 | $3,923-50.4% | $3,547-45.1% | $5,055-61.5% |
| Participant deferral / active EE | $10,948 | $5,463+100.4% | $4,924+122.4% | $6,977+56.9% |
| Admin fee / account holder | $3,551 | $11,107-68.0% | $10,340-65.7% | $19,030-81.3% |