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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 | $217,875 | $85,024+156.3% | $70,544+208.8% | $139,466+56.2% |
| Participation rate | 91.7% | 73.9%+17.8pp | 68.4%+23.3pp | 80.3%+11.3pp |
| Annual return | 14.88% | 30.39%-15.5pp | 32.79%-17.9pp | 373.66%-358.8pp |
| Employer contribution / active EE | $856 | $3,912-78.1% | $2,976-71.2% | $4,754-82.0% |
| Participant deferral / active EE | $7,465 | $5,891+26.7% | $4,568+63.4% | $6,712+11.2% |
| Admin fee / account holder | $14,128 | $8,928+58.2% | $6,427+119.8% | $11,409+23.8% |