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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 | $188,291 | $93,598+101.2% | $135,974+38.5% | $75,173+150.5% |
| Participation rate | 79.4% | 75.2%+4.2pp | 81.9%-2.5pp | 67.2%+12.2pp |
| Annual return | 18.08% | 30.89%-12.8pp | 68.30%-50.2pp | 160.72%-142.6pp |
| Employer contribution / active EE | $2,700 | $3,538-23.7% | $4,859-44.4% | $2,671+1.1% |
| Participant deferral / active EE | $11,403 | $6,405+78.0% | $7,760+46.9% | $4,126+176.4% |
| Admin fee / account holder | $24,766 | $6,978+254.9% | $10,767+130.0% | $5,651+338.3% |