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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 | $204,470 | $89,367+128.8% | $141,191+44.8% | $72,975+180.2% |
| Participation rate | 86.0% | 75.1%+10.9pp | 82.5%+3.5pp | 69.5%+16.5pp |
| Annual return | 21.25% | 111.87%-90.6pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,526 | $3,115-51.0% | $4,736-67.8% | $2,440-37.5% |
| Participant deferral / active EE | $7,628 | $5,419+40.8% | $6,710+13.7% | $3,608+111.4% |
| Admin fee / account holder | $1,822 | $5,957-69.4% | $10,264-82.2% | $5,124-64.4% |