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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 | $240,714 | $98,766+143.7% | $149,730+60.8% | $79,852+201.5% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 21.43% | 27.43%-6.0pp | 276.70%-255.3pp | 31.72%-10.3pp |
| Employer contribution / active EE | $641 | $3,217-80.1% | $4,645-86.2% | $2,471-74.1% |
| Participant deferral / active EE | $13,498 | $5,681+137.6% | $6,843+97.3% | $3,740+260.9% |
| Admin fee / account holder | $8,969 | $6,052+48.2% | $9,310-3.7% | $5,306+69.0% |