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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 | $165,897 | $89,367+85.6% | $141,191+17.5% | $72,975+127.3% |
| Participation rate | 92.5% | 75.1%+17.4pp | 82.5%+10.0pp | 69.5%+23.0pp |
| Annual return | 25.68% | 111.87%-86.2pp | 71.41%-45.7pp | 81.01%-55.3pp |
| Employer contribution / active EE | $806 | $3,115-74.1% | $4,736-83.0% | $2,440-67.0% |
| Participant deferral / active EE | $6,161 | $5,419+13.7% | $6,710-8.2% | $3,608+70.8% |
| Admin fee / account holder | $533 | $5,957-91.0% | $10,264-94.8% | $5,124-89.6% |