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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 | $136,763 | $84,236+62.4% | $170,439-19.8% | $70,124+95.0% |
| Participation rate | 77.8% | 70.8%+6.9pp | 83.6%-5.8pp | 69.5%+8.2pp |
| Annual return | 13.20% | 23.06%-9.9pp | 205.94%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,851 | $3,387-45.4% | $5,433-65.9% | $2,342-21.0% |
| Participant deferral / active EE | $3,472 | $3,086+12.5% | $4,939-29.7% | $3,332+4.2% |
| Admin fee / account holder | $17,312 | $5,698+203.8% | $13,881+24.7% | $4,645+272.7% |