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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 | $191,480 | $93,617+104.5% | $135,982+40.8% | $75,177+154.7% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.4pp | 67.2%+11.4pp |
| Annual return | 18.22% | 30.89%-12.7pp | 68.32%-50.1pp | 160.75%-142.5pp |
| Employer contribution / active EE | $1,427 | $3,538-59.7% | $4,859-70.6% | $2,671-46.6% |
| Participant deferral / active EE | $7,247 | $6,406+13.1% | $7,760-6.6% | $4,126+75.6% |
| Admin fee / account holder | $23,285 | $6,980+233.6% | $10,767+116.3% | $5,651+312.0% |