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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 | $199,760 | $84,236+137.1% | $170,435+17.2% | $70,126+184.9% |
| Participation rate | 72.0% | 70.8%+1.2pp | 83.6%-11.6pp | 69.5%+2.5pp |
| Annual return | 13.75% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,186 | $3,387-65.0% | $5,432-78.2% | $2,343-49.4% |
| Participant deferral / active EE | $5,936 | $3,086+92.4% | $4,939+20.2% | $3,332+78.2% |
| Admin fee / account holder | $21,722 | $5,698+281.2% | $13,881+56.5% | $4,645+367.6% |