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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 | $198,718 | $78,682+152.6% | $109,188+82.0% | $85,851+131.5% |
| Participation rate | 73.2% | 68.3%+4.9pp | 75.9%-2.7pp | 69.3%+3.8pp |
| Annual return | 13.74% | 25.09%-11.3pp | 25.76%-12.0pp | 318.63%-304.9pp |
| Employer contribution / active EE | $847 | $2,734-69.0% | $3,723-77.2% | $2,565-67.0% |
| Participant deferral / active EE | $7,092 | $3,468+104.5% | $4,654+52.4% | $3,952+79.4% |
| Admin fee / account holder | $31,872 | $5,470+482.7% | $6,755+371.8% | $6,261+409.1% |