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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 | $168,288 | $83,485+101.6% | $125,195+34.4% | $72,976+130.6% |
| Participation rate | 89.2% | 73.3%+15.9pp | 79.8%+9.4pp | 69.5%+19.7pp |
| Annual return | 17.70% | 25.77%-8.1pp | 43.79%-26.1pp | 81.02%-63.3pp |
| Employer contribution / active EE | $6,940 | $2,346+195.9% | $3,866+79.5% | $2,440+184.4% |
| Participant deferral / active EE | $1,750 | $3,586-51.2% | $4,937-64.6% | $3,608-51.5% |
| Admin fee / account holder | $2,722 | $5,518-50.7% | $9,704-71.9% | $5,124-46.9% |