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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 | $165,584 | $72,486+128.4% | $87,103+90.1% | $72,976+126.9% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.9%+6.5pp | 69.5%+13.8pp |
| Annual return | 23.07% | 24.46%-1.4pp | 28.19%-5.1pp | 81.02%-57.9pp |
| Employer contribution / active EE | $1,280 | $1,894-32.4% | $2,521-49.2% | $2,440-47.5% |
| Participant deferral / active EE | $5,906 | $3,270+80.6% | $4,049+45.9% | $3,608+63.7% |
| Admin fee / account holder | $8,831 | $5,055+74.7% | $7,491+17.9% | $5,124+72.3% |