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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 | $111,992 | $78,428+42.8% | $95,960+16.7% | $79,852+40.2% |
| Participation rate | 91.2% | 73.5%+17.7pp | 77.1%+14.1pp | 69.6%+21.6pp |
| Annual return | 13.34% | 19.37%-6.0pp | 91.63%-78.3pp | 31.72%-18.4pp |
| Employer contribution / active EE | $702 | $1,945-63.9% | $2,541-72.4% | $2,471-71.6% |
| Participant deferral / active EE | $6,216 | $3,440+80.7% | $4,167+49.2% | $3,740+66.2% |
| Admin fee / account holder | $15,793 | $5,622+180.9% | $6,797+132.4% | $5,306+197.6% |