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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 | $124,412 | $65,566+89.8% | $86,200+44.3% | $75,173+65.5% |
| Participation rate | 72.7% | 60.5%+12.2pp | 69.0%+3.8pp | 67.2%+5.5pp |
| Annual return | 21.72% | 46.06%-24.3pp | 1168.58%-1146.9pp | 160.65%-138.9pp |
| Employer contribution / active EE | $900 | $1,553-42.1% | $2,381-62.2% | $2,670-66.3% |
| Participant deferral / active EE | $6,722 | $3,024+122.3% | $3,986+68.6% | $4,126+62.9% |
| Admin fee / account holder | $2,103 | $5,475-61.6% | $6,853-69.3% | $5,651-62.8% |