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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 | $219,586 | $78,423+180.0% | $95,964+128.8% | $79,856+175.0% |
| Participation rate | 93.8% | 73.5%+20.3pp | 77.1%+16.7pp | 69.6%+24.1pp |
| Annual return | 18.21% | 19.37%-1.2pp | 91.64%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,379 | $1,945-29.1% | $2,541-45.7% | $2,471-44.2% |
| Participant deferral / active EE | $7,725 | $3,440+124.5% | $4,167+85.4% | $3,741+106.5% |
| Admin fee / account holder | $1,958 | $5,622-65.2% | $6,797-71.2% | $5,306-63.1% |