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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 | $232,857 | $93,598+148.8% | $135,974+71.3% | $75,173+209.8% |
| Participation rate | 85.0% | 75.2%+9.8pp | 81.9%+3.1pp | 67.2%+17.8pp |
| Annual return | 20.66% | 30.89%-10.2pp | 68.30%-47.6pp | 160.72%-140.1pp |
| Employer contribution / active EE | $2,195 | $3,538-37.9% | $4,859-54.8% | $2,671-17.8% |
| Participant deferral / active EE | $5,308 | $6,405-17.1% | $7,760-31.6% | $4,126+28.6% |
| Admin fee / account holder | $2,509 | $6,978-64.0% | $10,767-76.7% | $5,651-55.6% |