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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 | $223,584 | $93,598+138.9% | $135,974+64.4% | $75,173+197.4% |
| Participation rate | 89.4% | 75.2%+14.2pp | 81.9%+7.4pp | 67.2%+22.2pp |
| Annual return | 16.39% | 30.89%-14.5pp | 68.30%-51.9pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,982 | $3,538-44.0% | $4,859-59.2% | $2,671-25.8% |
| Participant deferral / active EE | $15,096 | $6,405+135.7% | $7,760+94.5% | $4,126+265.9% |
| Admin fee / account holder | $1,700 | $6,978-75.6% | $10,767-84.2% | $5,651-69.9% |