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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 | $194,786 | $80,992+140.5% | $96,534+101.8% | $75,173+159.1% |
| Participation rate | 71.4% | 71.8%-0.4pp | 76.0%-4.6pp | 67.2%+4.2pp |
| Annual return | 18.61% | 27.05%-8.4pp | 25.88%-7.3pp | 160.72%-142.1pp |
| Employer contribution / active EE | $1,956 | $2,283-14.3% | $2,965-34.0% | $2,671-26.8% |
| Participant deferral / active EE | $6,779 | $3,929+72.5% | $4,851+39.8% | $4,126+64.3% |
| Admin fee / account holder | $21,277 | $6,717+216.8% | $8,253+157.8% | $5,651+276.5% |