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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 | $226,737 | $93,598+142.2% | $135,974+66.8% | $75,173+201.6% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.1pp | 67.2%+13.6pp |
| Annual return | 24.78% | 30.89%-6.1pp | 68.30%-43.5pp | 160.72%-135.9pp |
| Employer contribution / active EE | $1,409 | $3,538-60.2% | $4,859-71.0% | $2,671-47.3% |
| Participant deferral / active EE | $12,416 | $6,405+93.8% | $7,760+60.0% | $4,126+200.9% |
| Admin fee / account holder | $1,936 | $6,978-72.3% | $10,767-82.0% | $5,651-65.7% |