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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 | $181,559 | $103,957+74.6% | $69,182+162.4% | $273,965-33.7% |
| Participation rate | 80.0% | 67.4%+12.6pp | 55.1%+24.9pp | 83.0%-3.0pp |
| Annual return | 10.99% | 35.28%-24.3pp | -21.94%+32.9pp | 41.45%-30.5pp |
| Employer contribution / active EE | $15,518 | $1,781+771.3% | $1,205+1187.7% | $4,869+218.7% |
| Participant deferral / active EE | $13,658 | $2,716+402.9% | $1,896+620.2% | $5,287+158.3% |
| Admin fee / account holder | $28,069 | $3,671+664.6% | $2,697+940.7% | $10,132+177.0% |