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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 | $208,194 | $85,171+144.4% | $172,753+20.5% | $72,976+185.3% |
| Participation rate | 80.8% | 70.1%+10.7pp | 82.6%-1.9pp | 69.5%+11.3pp |
| Annual return | 21.35% | 27.32%-6.0pp | 803.00%-781.7pp | 81.02%-59.7pp |
| Employer contribution / active EE | $1,192 | $3,324-64.1% | $5,144-76.8% | $2,440-51.2% |
| Participant deferral / active EE | $6,382 | $3,260+95.8% | $5,198+22.8% | $3,608+76.9% |
| Admin fee / account holder | $12,362 | $5,880+110.2% | $13,956-11.4% | $5,124+141.3% |