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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 | $216,805 | $78,707+175.5% | $117,861+83.9% | $70,126+209.2% |
| Participation rate | 92.3% | 73.2%+19.1pp | 79.7%+12.6pp | 69.5%+22.8pp |
| Annual return | 18.21% | 23.30%-5.1pp | 335.11%-316.9pp | 73.15%-54.9pp |
| Employer contribution / active EE | $929 | $2,223-58.2% | $3,786-75.5% | $2,343-60.3% |
| Participant deferral / active EE | $3,717 | $3,297+12.7% | $4,482-17.1% | $3,332+11.6% |
| Admin fee / account holder | $2,302 | $5,066-54.6% | $8,021-71.3% | $4,645-50.4% |