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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 | $176,687 | $78,707+124.5% | $117,861+49.9% | $70,126+152.0% |
| Participation rate | 84.0% | 73.2%+10.8pp | 79.7%+4.3pp | 69.5%+14.5pp |
| Annual return | 18.78% | 23.30%-4.5pp | 335.11%-316.3pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,808 | $2,223-18.7% | $3,786-52.3% | $2,343-22.8% |
| Participant deferral / active EE | $2,821 | $3,297-14.4% | $4,482-37.1% | $3,332-15.3% |
| Admin fee / account holder | $5,005 | $5,066-1.2% | $8,021-37.6% | $4,645+7.7% |