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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 | $178,067 | $78,423+127.1% | $95,964+85.6% | $79,856+123.0% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.2pp | 69.6%+13.7pp |
| Annual return | 13.59% | 19.37%-5.8pp | 91.64%-78.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,299 | $1,945-33.2% | $2,541-48.9% | $2,471-47.4% |
| Participant deferral / active EE | $6,102 | $3,440+77.4% | $4,167+46.4% | $3,741+63.1% |
| Admin fee / account holder | $8,087 | $5,622+43.8% | $6,797+19.0% | $5,306+52.4% |