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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 | $114,211 | $84,236+35.6% | $170,435-33.0% | $70,126+62.9% |
| Participation rate | 88.1% | 70.8%+17.3pp | 83.6%+4.5pp | 69.5%+18.6pp |
| Annual return | 18.67% | 23.06%-4.4pp | 205.94%-187.3pp | 73.15%-54.5pp |
| Employer contribution / active EE | $2,573 | $3,387-24.0% | $5,432-52.6% | $2,343+9.8% |
| Participant deferral / active EE | $3,887 | $3,086+26.0% | $4,939-21.3% | $3,332+16.7% |
| Admin fee / account holder | $1,792 | $5,698-68.5% | $13,881-87.1% | $4,645-61.4% |