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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 | $180,953 | $73,988+144.6% | $96,538+87.4% | $75,177+140.7% |
| Participation rate | 96.4% | 66.4%+29.9pp | 74.3%+22.0pp | 67.2%+29.2pp |
| Annual return | 15.64% | 26.73%-11.1pp | 35.74%-20.1pp | 160.75%-145.1pp |
| Employer contribution / active EE | $909 | $2,930-69.0% | $3,740-75.7% | $2,671-66.0% |
| Participant deferral / active EE | $8,229 | $3,660+124.8% | $4,880+68.6% | $4,126+99.4% |
| Admin fee / account holder | $11,477 | $5,220+119.9% | $6,737+70.3% | $5,651+103.1% |