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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 | $214,606 | $87,132+146.3% | $105,624+103.2% | $80,959+165.1% |
| Participation rate | 92.6% | 70.4%+22.2pp | 75.3%+17.3pp | 67.7%+24.9pp |
| Annual return | 14.59% | 17.03%-2.4pp | 116.20%-101.6pp | 35.67%-21.1pp |
| Employer contribution / active EE | $888 | $2,397-62.9% | $3,168-72.0% | $2,757-67.8% |
| Participant deferral / active EE | $8,225 | $3,985+106.4% | $5,013+64.1% | $4,300+91.3% |
| Admin fee / account holder | $6,551 | $8,449-22.5% | $10,961-40.2% | $6,925-5.4% |