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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 | $182,327 | $99,875+82.6% | $146,866+24.1% | $86,983+109.6% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.5%-8.7pp | 69.5%+4.3pp |
| Annual return | 14.81% | 28.10%-13.3pp | 102.85%-88.0pp | 25.83%-11.0pp |
| Employer contribution / active EE | $700 | $3,224-78.3% | $4,425-84.2% | $2,584-72.9% |
| Participant deferral / active EE | $4,059 | $6,322-35.8% | $7,759-47.7% | $4,194-3.2% |
| Admin fee / account holder | $5,398 | $7,838-31.1% | $13,620-60.4% | $7,856-31.3% |