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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 | $215,992 | $77,817+177.6% | $123,553+74.8% | $64,173+236.6% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | 4.89% | 12.49%-7.6pp | 119.21%-114.3pp | 7.63%-2.7pp |
| Employer contribution / active EE | $1,527 | $3,014-49.3% | $4,628-67.0% | $2,381-35.9% |
| Participant deferral / active EE | $10,968 | $5,240+109.3% | $6,426+70.7% | $3,470+216.1% |
| Admin fee / account holder | $3,858 | $5,519-30.1% | $9,284-58.4% | $4,887-21.1% |