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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 | $193,958 | $100,262+93.5% | $81,370+138.4% | $145,897+32.9% |
| Participation rate | 70.6% | 74.3%-3.7pp | 69.5%+1.0pp | 80.3%-9.7pp |
| Annual return | 18.25% | 34.52%-16.3pp | 24.85%-6.6pp | 552.29%-534.0pp |
| Employer contribution / active EE | $1,922 | $2,979-35.5% | $2,464-22.0% | $4,663-58.8% |
| Participant deferral / active EE | $4,309 | $4,612-6.6% | $3,885+10.9% | $6,689-35.6% |
| Admin fee / account holder | $1,129 | $8,163-86.2% | $5,749-80.4% | $13,390-91.6% |