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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 | $240,573 | $76,407+214.9% | $150,298+60.1% | $82,448+191.8% |
| Participation rate | 85.3% | 66.4%+18.9pp | 77.8%+7.5pp | 68.1%+17.2pp |
| Annual return | 15.23% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,879 | $2,614-28.1% | $4,154-54.8% | $2,551-26.3% |
| Participant deferral / active EE | $1,081 | $3,214-66.4% | $5,453-80.2% | $4,139-73.9% |
| Admin fee / account holder | $37,792 | $6,352+495.0% | $14,116+167.7% | $7,234+422.4% |