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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 | $193,012 | $98,766+95.4% | $149,730+28.9% | $79,852+141.7% |
| Participation rate | 74.5% | 75.8%-1.2pp | 82.5%-7.9pp | 69.6%+4.9pp |
| Annual return | 20.83% | 27.43%-6.6pp | 276.70%-255.9pp | 31.72%-10.9pp |
| Employer contribution / active EE | $3,155 | $3,217-1.9% | $4,645-32.1% | $2,471+27.7% |
| Participant deferral / active EE | $6,563 | $5,681+15.5% | $6,843-4.1% | $3,740+75.5% |
| Admin fee / account holder | $864 | $6,052-85.7% | $9,310-90.7% | $5,306-83.7% |