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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 | $225,688 | $81,476+177.0% | $102,383+120.4% | $80,925+178.9% |
| Participation rate | 90.7% | 66.8%+23.9pp | 74.5%+16.2pp | 67.7%+23.1pp |
| Annual return | 18.88% | 25.59%-6.7pp | 24.94%-6.1pp | 35.65%-16.8pp |
| Employer contribution / active EE | $1,570 | $3,105-49.4% | $3,870-59.4% | $2,756-43.0% |
| Participant deferral / active EE | $10,861 | $3,871+180.6% | $5,060+114.7% | $4,299+152.7% |
| Admin fee / account holder | $8,133 | $6,717+21.1% | $8,391-3.1% | $6,940+17.2% |